15 Aug
|
Sharekhan
|
Pune
We have openings in Deccan JM Road location.
Carry copies of updated CV and attend the F2F round of
Interview Timing- 9 am to 4 pm ,
Interview Dates 14.08.2026 to 21.08.2026.
Looking for Wealth Relationship Manager
- 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 client.
- 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 current clients and activate them with asset collection.
- Ensure 2-3 client meetings are done per day within your territory.
- NISM 5A is mandatory
📌 Walk-in || Wealth Manager (Pune)
🏢 Sharekhan
📍 Pune