Investment Portfolio Advisor/Wealth Management

2 weeks ago

Ahmedabad Bhavnagar Vadodara, India Sharekhan Full time US$ 50,000 - US$ 1,00,000 per year

Direct Responsibilities :

  • Responsible for gathering assets for investment productssuch 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.

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