Position Purpose: The Investment Portfolio Advisor(Wealth RM) will focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth.
Key Responsibilities:
Direct Responsibilities-
- Achieve targets for Net Equalized Assets collected (LS) for the mapped book.
- Build an incremental Systematic Investment Plan (SIP) book.
- Drive current business development by activating/reactivating clients.
- Collect assets across investment products like Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Corporate Fixed Deposits, Sovereign Gold Bonds (SGB), Insurance, and other offerings.
- Ensure regular client meetings to maintain strong relationships and increase Assets Under Management (AUM),
SIP flow, and revenue.
Contributing Responsibilities-
- Acquire and activate recent clients for asset collection.
- Conduct 2-3 client meetings daily within the assigned territory.
- Contribute to branch profitability through effective client engagement.
Key Requirements
- Graduate in any stream with basic knowledge of financial markets.
- Minimum 2 years experience in selling financial products and services.
- Certifications- NISM VA (Mutual Funds)
How to Apply: Interested candidates can apply through Naukri, email your resume to
[email protected],
📌 Investment Portfolio Advisor (Wealth RM) (Udaipur)
🏢 Sharekhan
📍 Udaipur