Wealth Manager

Sharekhan

4 - 8 years

7 - 12 Lacs

bengaluru

Posted:3 months ago| Platform:

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Skills Required

mutual funds sales wealth manager relationship wealth wealth management pms investment planning investment specialist hni acquisition financial advisory nism5 relationship management mf investment advisory sip aif investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & 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.
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.

To acquire new clients and activate them with asset collection.

• Ensure 2-3 client meetings are done per day within your territory.

Interested candidates can send CV to vinith.yadav@branch.sharekhan.com or Watsapp-7338112258

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