Job Description
What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction.
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:
- Acquire new clients and activate them with asset collection.
- Ensure 2-3 client meetings are conducted per day within your assigned territory.
More Info
Key Skills
About Company
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.
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.
