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Job Description: Investment Portfolio Advisor About Mirae Asset Financial Group Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae Assets total assets under management (AUM) is USD606.7 billion, equity capital is USD15.1 billion and pension business book is USD47.7 billion (as of June 2024). Terming itself a Permanent Innovator, the Mirae Asset Financial Groups major businesses encompass: Wealth Management: Global Equities, Fixed Income, Retirement / Individual Pensions, Financial Products, and Insurance Investment Banking: IPO, M&A Advisory, Project Financing Alternative Investments: PEF, Infrastructure, Real Estate, REITs ETFs: Thematic ETFs, Research & Insights, ETF Model Portfolios Venture Capital: Aerospace, Robotics, Biotechnology, AI etc. Embracing AI: Robo-Advisors, AI-based Asset Management To know more about the Mirae Asset Financial Group, click here. About Mirae Asset Sharekhan Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh, 130+ branches and 4,400+ business partners, Mirae Asset Sharekhans full-service model is Designed for the serious. What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise. About the business of Mirae Asset Sharekhan Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor education. rd 3 June 2025 Investment Portfolio Advisor Job Title: Date: Branch Business Department: Location: Hyderabad Wealth Relationship Manager Reports to: (Direct) Manager Branch Business Sub Department Grade: (if applicable) (Functional) E4 M5 People Management Responsibility (Y/N) Number of Direct Reportees: N NA Position Purpose Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsibilities Direct 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. Contributing Responsibilities • • To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Technical & Behavioral Competencies ¢ Strong communication & written skills ¢ Fluency in local language is an added advantage. ¢ Excellent interpersonal skills and must be a team player. ¢ Must be process oriented and must be willing to learn and adapt. ¢ Highly self motivated Specific Qualifications (if required) Graduate in any stream with basic knowledge of financial markets across different product lines. 1. 2. 3. 4. NISM VA (for Mutual Funds) NISM XXI A(for PMS) Insurance Corporate Agency License (SP Certificate) (for Insurance) NISM XIII A (for SIF) Skills Referential Behavioural Skills: (Please select up to 4 skills) Ability to deliver / Results driven Communication skills - oral & written Client focused Problem solving & decision making Transversal Skills: (Please select up to 5 Ability to develop and leverage networks Ability to understand, explain and support change Ability to develop and adapt a process Ability to inspire others & generate people's commitment Ability to manage / facilitate a meeting, seminar, committee, training Education Level: Bachelor Degree or equivalent Experience Level At least 2 years in Selling financial products and services Other/Specific Requirements (if any) Key Performance Indicators (KPI) Classification KPI Items Weight Net Equalized Assets collected (LS) Incremental SIP book & SIP Collection 25% 10% Core focus (40%) Net Clients activated (Clients with Asset) (Minimum 5K Asset) 5% New client & new asset (10%) Asset collection from Reactivated / New clients Branch Profitability 10% 25% 25% 100% Branch level Qualitative Evaluation BM & GH Evaluation Total Revenue through
