Reports to: - Manager - Branch Business

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. NISM VA (for Mutual Funds)
2. NISM XXI A(for PMS)
3. Insurance Corporate Agency License (SP - Certificate) (for Insurance)
4. 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

Key Performance Indicators (KPI)

- Classification KPI Items Weight - Core focus (40%)
- Net Equalized Assets collected (LS) - 25%
- Incremental SIP book & SIP Collection - 10%
- Net Clients activated (Clients with Asset) (Minimum 5K Asset) - 5%
- New client & current asset (10%)
- Asset collection from Reactivated / New clients - 10%
- Branch level - Branch Profitability - 25%
- Qualitative Evaluation - BM & GH Evaluation - 25%

📌 Investment Portfolio Advisor ( WRM ) (Hyderabad)
🏢 Sharekhan
📍 Hyderabad