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Walk In Drive - Mirae Asset Sharekhan_Wealth Relationship Manager

Walk In Drive - Mirae Asset Sharekhan_Wealth Relationship Manager

Sharekhan

4 - 9 years

7 - 12 Lacs

Hyderabad

Posted:1 day ago| Platform:

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Skills Required

Wealth Product Wealth Management Mutual Funds Portfolio Management Portfolio Management Services PMS Alternative Investment Fund Investment Advisory HNI Acquisition HNI Client Handling Investment Products Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Direct

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.

Contributing

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

Graduate in any stream with basic knowledge of financial markets across different

product lines.

1. NISM VA (for Mutual Funds)

2. NISM XXI A(for PMS)

3. Insurance Corporate Agency License (SP Certificate) (for Insurance)

4. NISM XIII A (for SIF)

achut.meka@branch.sharekhan.com

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