Wealth Relationship Manager

Sharekhan

4 - 8 years

3 - 8 Lacs

mangaluru kozhikode bengaluru

Posted:4 months ago| Platform:

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Skills Required

mutual funds mutual funds sales wealth manager nism pms portfolio management financial advisor portfolio management services wealth management investment specialist amc relationship manager asset management mf sip investment products 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.

Preferred candidate profile

Strong communication & written skills
Fluency in local language is an added advantage.
Excellent interpersonal skills and must be a team player.
Willingness to travel

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

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