Relationship Manager- Wealth Management

Role & 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.
• 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.
• Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.
• To acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory.

Preferred candidate profile

• Graduate in any stream with basic knowledge of financial markets across different product lines. [NISM VA (for Mutual Funds) ]
• Strong communication & written skills
• Fluency in local language is an added advantage.
• Excellent interpersonal skills and must be a team player.
• Must be process oriented and must be willing to learn and adapt.

How to Apply: Interested candidates can apply through Naukri, email your resume to neha.sharma1@branch.sharekhan.com