Wealth Manager

2 weeks ago

Bengaluru, Karnataka, India Sharekhan Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Direct Responsibilities :

Looking for Wealth Relationship Manager

  • 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 client.
  • 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.

NISM 5A is mandatory

Interested candidates can share CV to or whatsapp

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