Roles and 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 current 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.

Job Requirements :

- 2-21 years of experience in wealth management or related field.
- Strong understanding of mutual funds, including product knowledge and sales strategies.
- Proven track record in managing HNI/UHNI relationships and generating revenue growth.

📌 Wealth Manager (Valsad)
🏢 Sharekhan
📍 Valsad