Investment Portfolio Advisor

10 hours ago

Vadodara, India Mirae Asset Sharekhan Full time

Position Purpose:

We are seeking a proactive and results-driven Wealth Manager to join our team. In this role, you will be instrumental in driving business growth by deepening client relationships and providing sophisticated investment advisory. Your primary focus will be on asset gathering, enhancing client penetration, and expanding wallet share through strategic, regular engagement.

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 new clients for asset collection.

Conduct client meetings daily within the assigned territory.

Contribute to branch profitability through effective client engagement.

Key Requirements

Graduate in any stream with basic knowledge of financial markets.

Minimum 2 years experience in selling financial products and services.

Certifications- NISM VA (Mutual Funds)

How to Apply:

Interested candidates can apply directly or email their resume to

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