Company Description
Mirae Asset Sharekhan, founded in 1995, is one of India’s pioneering brokers in online trading and a leading full-service financial solutions provider. The firm serves over 3.1 million clients through 120+ branches and 4,400+ business partners, combining in-depth research, dedicated relationship managers, and investor education. Its product suite spans mutual funds, stocks, IPOs, PMS, AIFs, ETFs, corporate deposits, futures and options, commodities, and bonds. The company executes more than 1.1 million trades daily, offering robust platforms and support for diverse investment needs. Mirae Asset Sharekhan is a SEBI-registered stockbroker and AMFI-registered mutual fund distributor, with full regulatory details available on www.sharekhan.com.

Role Description
The Wealth Relationship Manager is a full-time, on-site role based in Coimbatore, responsible for managing and growing a portfolio of high-net-worth and affluent clients. This role involves understanding clients’ financial goals, recommending suitable investment products and solutions,



and providing ongoing portfolio reviews to optimize performance and risk. The Wealth Relationship Manager will engage in regular client meetings and calls, ensure high-quality service, and coordinate with product, research, and operations teams to deliver seamless execution. Daily responsibilities include monitoring market trends, identifying cross-selling and up-selling opportunities across the firm’s product range, and adhering to regulatory and internal compliance standards. The role also requires proactive acquisition of recent clients through referrals, networking, and local market outreach, while maintaining detailed documentation and reports on client interactions and portfolio status.

Qualifications
- Strong relationship management, client servicing, and interpersonal skills, with the ability to build trust and long-term partnerships.
- Sound knowledge of financial markets and products, including equities

📌 Wealth Relationship Manager (Coimbatore)
🏢 Mirae Asset Sharekhan
📍 Coimbatore