Wealth RM Investment Portfolio Advisor

Job Description: Investment Portfolio Advisor

About Mirae Asset Financial Group

Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning

the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae

Assets total assets under management (AUM) is USD606.7 billion, equity capital is USD15.1 billion

and pension business book is USD47.7 billion (as of June Terming itself a Permanent

Innovator, the Mirae Asset Financial Groups major businesses encompass:

Wealth Management: Global Equities, Fixed Income, Retirement / Individual Pensions,

Financial Products, and Insurance

Investment Banking: IPO, M&A Advisory, Project Financing

Alternative Investments: PEF, Infrastructure, Real Estate, REITs

ETFs: Thematic ETFs, Research & Insights, ETF Model Portfolios

Venture Capital: Aerospace, Robotics, Biotechnology, AI etc.

Embracing AI: Robo-Advisors, AI-based Asset Management

To know more about the Mirae Asset Financial Group, click here.

About Mirae Asset Sharekhan

Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce

online trading in India. With a client base of over 30 lakh, 130+ branches and 4,400+ business partners,

Mirae Asset Sharekhans full-service model is Designed for the serious. What differentiates Mirae

Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which

are designed to help customers understand the required serious approach and leverage the power of

their experience and expertise.

About the business of Mirae Asset Sharekhan

Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including

equities, futures and options, portfolio management services, research, mutual funds and investor

education.

rd

3 June 2025

Investment Portfolio

Advisor

Job Title:

Date:

Branch Business

Department:

Location:

Hyderabad

Wealth Relationship

Manager

Reports to:

(Direct)

Manager Branch

Business

Sub Department

Grade:

(if applicable)

(Functional)

E4 M5

People

Management

Responsibility

(Y/N)

Number of Direct

Reportees:

N

NA

Position Purpose

Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet

share through regular client meetings (physical/virtual).

Responsibilities

Direct 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.

Contributing Responsibilities

•

•

To acquire new clients and activate them with asset collection.

Ensure 2-3 client meetings are done per day within your territory.

Technical & Behavioral Competencies

¢ Strong communication & written skills

¢ Fluency in local language is an added advantage.

¢ Excellent interpersonal skills and must be a team player.

¢ Must be process oriented and must be willing to learn and adapt.

¢ Highly self motivated

Specific Qualifications (if required)

Graduate in any stream with basic knowledge of financial markets across different

product lines.

1.

2.

3.

4.

NISM VA (for Mutual Funds)

NISM XXI A(for PMS)

Insurance Corporate Agency License (SP Certificate) (for Insurance)

NISM XIII A (for SIF)

Skills Referential

Behavioural Skills: (Please select up to 4 skills)

Ability to deliver / Results driven

Communication skills - oral & written

Client focused

Problem solving & decision making

Transversal Skills: (Please select up to 5

Ability to develop and leverage networks

Ability to understand, explain and support change

Ability to develop and adapt a process

Ability to inspire others & generate people's commitment

Ability to manage / facilitate a meeting, seminar, committee, training

Education Level:

Bachelor Degree or equivalent

Experience Level

At least 2 years in Selling financial products and services

Other/Specific Requirements (if any)

Key Performance Indicators (KPI)

Classification

KPI Items

Weight

Net Equalized Assets collected (LS)

Incremental SIP book & SIP Collection

25%

10%

Core focus (40%)

Net Clients activated (Clients with Asset)

(Minimum 5K Asset)

5%

New client & new

asset (10%)

Asset collection from Reactivated / New clients

Branch Profitability

10%

25%

25%

100%

Branch level

Qualitative

Evaluation

BM & GH Evaluation

Total

Revenue through