Currently we have Openings in Wealth RM role in Three branches

Send email to - [email protected]

With your Updated CV and Mentioned Branch Location for which you want to apply for Job.

Direct Responsibilities :

- Responsible for gathering assets for investment productssuch 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 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 new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory.

Preferred candidate profile

📌 Wealth Manager (Udaipur)
🏢 Sharekhan
📍 Udaipur