Wealth RM / Investment Portfolio Advisor

Sharekhan Limited; Panipat, Ambala, Hisar; On-site; INR 400,000 - 800,000; Full time

Job summary

Sharekhan Limited is hiring a Wealth RM (Investment Portfolio Advisor) to grow assets under management across Hisar, Ambala, and Panipat. You will gather assets for mutual funds, PMS, AIF, insurance and other products while meeting targets and expanding client relationships.

The role requires 4+ years in wealth management, NISM 5A certification, and a graduate degree. You will actively activate new clients and maintain regular contact to boost AUM and SIP inflows in the territory.

Qualifications

• 4+ years of experience in wealth management within broking/banking sectors.
• NISM 5A certification is mandatory.
• Graduate degree required for the role.

Responsibilities

• Gather assets for investment products (mutual funds, PMS, AIF, Corporate FDs, SGB, insurance).
• Achieve net asset collection targets for the mapped book.
• Create an incremental SIP book and drive new business from existing clients.
• Meet clients regularly and reactivate/activate new clients to grow AUM and revenue.
• Increase SIP flow and revenue from the mapped book by engaging with clients.
• Acquire new clients and activate asset collection within the territory.
• Aim for 2–3 client meetings per day in the assigned areas.

Skills

Wealth management

Client relationship

Cross-selling

Education

NISM 5A Certification

Graduate

Job description

Role - Wealth RM (Investment Portfolio Advisor)

Locations - Hisar, Ambala & Panipat

Responsibilities

• 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.
• Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.
• To acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory.

Preferred candidate profile

• Minimum 4 years of relevant experience in Wealth management from Broking/Banking industry
• Must have NISM 5A Certification
• Must be a Graduate