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Investment Portfolio Advisor/Wealth Management

Investment Portfolio Advisor/Wealth Management

Sharekhan

2 - 7 years

3 - 8 Lacs

vadodara

Posted:4 hours ago| Platform:

Apply

Skills Required

wealth management mutual funds pms aif financial products sales client acquisition portfolio management services asset management alternative investment fund aum asset under management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Position Purpose:

The Investment Portfolio Advisor 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.

Key Requirements

Graduate in any stream with basic knowledge of financial markets.
Minimum 2 years experience in selling financial products and services.
Certifications- NISM VA (Mutual Funds)

How to Apply:

neha.sharma1@branch.sharekhan.com

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