Investment Portfolio Advisor/Wealth Management

3 days ago

Vadodara, Gujarat, India Sharekhan Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Position Purpose:

The Investment Portfolio Advisor 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 new clients for asset collection.
  • Conduct 2-3 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 through Naukri, email your resume to , or share your resume via WhatsApp

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