## Job highlights
- NISM VA certification with expertise in Mutual Funds and Portfolio Management Services
- Achieve asset gathering targets, build SIP book, activate/reactivate clients, conduct regular client meetings to increase AUM and revenue Position Purpose: The Investment Portfolio Advisor(Wealth RM) will focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth.

Key Responsibilities
Direct Responsibilities-
- Achieve targets for Net Equalized Assets collected (LS) for the mapped book.
- Build an incremental Systematic Investment Plan (SIP) book.
- Drive new business development by activating/reactivating clients.
- Collect assets across investment products like Mutual Funds, Portfolio Management Services (PMS),



Alternative Investment Funds (AIF), Corporate Fixed Deposits, Sovereign Gold Bonds (SGB), Insurance, and other offerings.
- Ensure regular client meetings to maintain solid relationships and increase Assets Under Management (AUM), SIP flow, and revenue. Contributing Responsibilities-
- Acquire and activate new clients for asset collection.
- Conduct 2-3 client meetings daily within the assigned territory.
- Contribute to branch profitability through effective client engagement.
- Certifications
- NISM VA (Mutual Funds) Interested candidates can email your resume to [email protected] or Whatsapp-(phone hidden)

📌 Wealth Relationship Manager (Thiruvananthapuram)
🏢 Sharekhan
📍 Thiruvananthapuram