Investment Portfolio Advisor / Wealth RM (Mumbai Suburban)

Position Purpose: The Investment Portfolio Advisor(Wealth RM) 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 current clients for asset collection. - Conduct 2-3 client meetings daily within the assigned territory. - Contribute to branch profitability through effective client engagement. - Certifications- NISM VA (Mutual Funds) Interested candidates can email your resume to poonam.gupta@branch.sharekhan.com .