Job description Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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. 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 clients. Ensure all clients are met on a regular basis. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp-7338112258 Role: Wealth Manager Industry Type: Financial Services (Broking) Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: Trading, Asset & Wealth Management Education UG: Any Graduate PG: Any Postgraduate Key Skills Skills highlighted with ‘‘ are preferred keyskills Mutual FundsMutual Funds SalesWealth ManagerRelationship ManagerWealth Relationship Portfolio ManagementPortfolio Management ServicesHNI Client HandlingNISMWealth ManagementInsurancePMSAsset ManagementMFAsset & Wealth ManagementSIPAif
Job Summary
Company
Sharekhan
Location
Bengaluru
Salary Range
8-15 Lacs PA
Experience
11 Jun - 12 Jun
Verification
Government Verified Recruiter
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