Job highlights

- 2-11 years experience in wealth management with expertise in PMS and HNI client acquisition
- Gather assets for investment products, achieve asset collection and new business targets, conduct regular client meetings

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 new 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 current clients and activate them with asset collection.
- Ensure 2-3 client meetings are done per day within your territory.

Job Requirements :

- 2-11 years of experience in wealth management or related field.
- Strong understanding of investment products such as PMS, SIFs, etc.
- Proven track record in HNI client handling and acquisition.

📌 Wealth Manager (Ahmedabad)
🏢 Sharekhan
📍 Ahmedabad