Wealth Manager @ Mirae Asset Sharekhan

4.0 - 8.0 years

8.0 - 15.0 Lacs P.A.

Bengaluru

Posted:1 hour ago| Platform: Naukri logo

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Skills Required

Mutual FundsMutual Funds SalesWealth ManagerRelationship ManagerWealth RelationshipPortfolio ManagementPortfolio Management ServicesHNI Client HandlingNISMWealth ManagementInsurancePMSAsset ManagementMFAsset & Wealth ManagementSIPAif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258

Sharekhan

Financial Services

Mumbai

1000-5000 Employees

32 Jobs

    Key People

  • Dinesh Thakkar

    Chairman and Managing Director
  • Sandeep Bhardwaj

    CEO

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