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Sharekhan
Wealth Manager @ Mirae Asset Sharekhan

Wealth Manager @ Mirae Asset Sharekhan

Sharekhan

4.0 - 9.0 years

5 - 8 Lacs

Meerut

Posted:1 day ago| Platform:

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Skills Required

Mutual Funds Mutual Funds Sales Wealth Manager Relationship Manager Wealth Relationship Portfolio Management Portfolio Management Services HNI Client Handling NISM Wealth Management Insurance PMS Asset Management MF Asset & Wealth Management SIP Aif

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.

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Sharekhan

www.sharekhan.com/

Financial Services

Mumbai

1000-5000 Employees

47 Jobs

Key People

Dinesh Thakkar

Chairman and Managing Director
Sandeep Bhardwaj

CEO

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Wealth Manager @ Mirae Asset Sharekhan

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Wealth Manager @ Mirae Asset Sharekhan

Experience & Salary

Skills Required

Work Mode

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Job Description

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