Wealth RM / Investment Portfolio Advisor

Role - Wealth RM (Investment Portfolio Advisor)

Locations - Hisar, Ambala & Panipat

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.

Preferred candidate profile

• Minimum 4 years of relevant experience in Wealth management from Broking/Banking industry
• Must have NISM 5A Certification
• Must be a Graduate

Interested candidates can share profiles and suitable references at shiv.lakshmi@branch.sharekhan.com or on