Wealth Relationship Manager / Investment Portfolio Advisor

Sharekhan Limited; Thiruvananthapuram; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Sharekhan Limited is seeking an Investment Portfolio Advisor (Wealth RM) to focus on asset gathering and growing wallet share through regular client interactions, both physical and virtual. The role emphasizes increasing AUM and driving revenue across multiple investment products.

Key responsibilities include meeting targets, building an SIP book, activating clients, and acquiring new assets across mutual funds, PMS, AIF, and other offerings.

Qualifications

• Certification required: NISM VA (Mutual Funds)
• Experience in asset gathering and client relationship management is desirable
• Familiarity with mutual funds, PMS, SIPs and related products would be beneficial

Responsibilities

• Achieve targets for assets collected (LS) for the mapped book.
• Build an incremental SIP book.
• Drive new business by activating/reactivating clients.
• Collect assets across investment products (Mutual Funds, PMS, AIF, Corporate FDs, SGB, Insurance).
• Ensure regular client meetings to increase AUM, SIP flow and revenue.
• Acquire and activate new clients for asset collection.
• Conduct 2-3 client meetings daily within the territory.
• Contribute to branch profitability through client engagement.

Education

NISM VA (Mutual Funds)

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)