Investment Portfolio Advisor

What are we looking for

Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth.

Key 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.
• Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book.
• Create an incremental SIP Book.
• Responsible for achieving New Business development targets by reactivating and activating new clients.
• Ensure all clients are met on a regular basis.
• Ensure connection 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.