Wealth Relationship Manager / Investment Portfolio Advisor

Sharekhan Limited; Bharuch District, Vapi, Navsari; On-site; INR 600,000 - 900,000; Full time

Job summary

Sharekhan Limited in Bharuch district, Gujarat, is seeking an Investment Portfolio Advisor (Wealth RM) to focus on asset gathering and increasing wallet share through regular client interactions (physical/virtual) to drive business growth.

The role targets building an incremental SIP book, activating and reactivating clients, and collecting assets across investments while maintaining strong client relationships.

Qualifications

• Acquire and activate new clients for asset collection.
• Build an incremental SIP book to grow investments.
• Drive branch growth by activating/reactivating clients.

Responsibilities

• Achieve targets for Net Equalized Assets collected for the mapped book.
• Collect assets across MF, PMS, AIF, corporate FDs, SGB, insurance and other offerings.
• Ensure regular client meetings to maintain relationships and grow AUM, SIP flow and revenue.
• Certifications: NISM VA (Mutual Funds).

Skills

Asset gathering

Client relationship

SIP management

New business development

Job description

Position Purpose: The Investment Portfolio Advisor(Wealth RM) will focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth.

Key Responsibilities: Direct Responsibilities-

• Achieve targets for Net Equalized Assets collected (LS) for the mapped book.
• Build an incremental Systematic Investment Plan (SIP) book.
• Drive new business development by activating/reactivating clients.
• Collect assets across investment products like Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Corporate Fixed Deposits, Sovereign Gold Bonds (SGB), Insurance, and other offerings.
• Ensure regular client meetings to maintain strong relationships and increase Assets Under Management (AUM), SIP flow, and revenue.

Contributing Responsibilities-

• Acquire and activate new clients for asset collection.
• Conduct 2-3 client meetings daily within the assigned territory.
• Contribute to branch profitability through effective client engagement.
• Certifications- NISM VA (Mutual Funds)