3.0 - 6.0 years

3 - 6 Lacs

Mumbai, Maharashtra, India

On-site

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct 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. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow, & Revenue from the mapped book. Contributing Responsibilities: Acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are conducted per day within your assigned territory.

Posted 12 hours ago

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