Wealth RM / Investment Portfolio Advisor

Sharekhan Limited; Chennai District, Coimbatore District, Erode; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Sharekhan Limited is seeking a relationship-driven professional in Chennai to drive asset growth across mutual funds, PMS, AIF, corporate FDs, and other products. You will build an incremental SIP book and work to meet Net Equalized Assets targets while reactivating and activating new clients.

You will regularly meet clients to understand needs, cross-sell products, and expand the mapped book, contributing to overall business growth in a dynamic financial services environment.

Responsibilities

• Gather assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.
• Achieve Net Equalized Assets collected (LS) targets for the mapped book.
• Create an incremental SIP Book.
• Achieve New Business development targets by reactivating / activating new clients.
• Ensure all clients are met on a regular basis.

Job description

• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.
• Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.
• Create an incremental SIP Book
• Will be responsible for achieving New Business development targets by reactivating / activating new clients.
• Ensure all clients are met on a regular basis.