Job highlights

- NISM VA certification with expertise in Mutual Funds and Portfolio Management Services

- Achieve asset gathering targets, build SIP book, activate/reactivate clients, and conduct regular client meetings to grow 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 strong relationships and increase Assets Under Management (AUM), SIP flow, and revenue.

Contributing Responsibilities-

- Acquire and activate current 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]

📌 Premium Wealth Relationship Manager (Vapi)
🏢 Sharekhan
📍 Vapi