Company Description Mirae Asset Sharekhan, founded in 1995, is a leading full-service brokerage and wealth management firm that was among the first to introduce online trading in India. The company serves a large and diverse client base of over 3.1 million through more than 120 branches and 4,400+ business partners. It offers a comprehensive suite of financial solutions, including mutual funds, stocks, IPOs, PMS, AIFs, ETFs, corporate deposits, futures and options, commodities, and bonds.

With an average of over 1.1 million trades executed daily, Mirae Asset Sharekhan combines robust research, experienced relationship managers, and investor education to guide long-term wealth creation. The firm is SEBI-registered as a stockbroker and AMFI-registered as a mutual fund distributor, with full regulatory details available at www.sharekhan.com.

Role Description The Wealth Relationship Manager is a full-time, on-site role based in Chennai. This role is responsible for managing and growing a portfolio of wealth clients by understanding their financial goals, risk profiles, and investment preferences, and by recommending suitable products across mutual funds, equities, PMS, AIFs, ETFs, and other wealth solutions. The individual will conduct regular portfolio reviews, monitor market developments, and proactively suggest rebalancing or new opportunities aligned with client objectives.

Day-to-day activities include client meetings and calls, responding to queries,



coordinating with internal product and research teams, ensuring timely execution of transactions, and maintaining accurate records and documentation in line with regulatory requirements. The role also involves acquiring new clients through referrals and networking, driving revenue and AUM growth, and upholding high standards of ethics, compliance, and service quality.

Qualifications

- Robust client relationship management, communication, and interpersonal skills, with the ability to build trust and long-term partnerships.
- Solid understanding of wealth management products, including mutual funds, equities, derivatives, PMS, AIFs, ETFs, and fixed-income instruments.
- Analytical and advisory skills to assess client profiles, interpret market and research insights, and provide suitable investment recommendations.
- Organizational and operational skills to handle documentation, compliance requirements, transaction execution, and portfolio tracking efficiently.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications such as NISM, NCFM, or CFP are an advantage.
- Prior experience in wealth management, broking, investment advisory, or financial services client-facing roles is preferred.
- Comfort working with trading and CRM platforms, MS Office tools, and digital channels to support client engagement and reporting.
- High level of integrity,

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