Walk-in || Wealth Manager / Investment Portfolio Advisor
Sharekhan · Pune · onsite · Posted 70d ago
₹5.5L - ₹10.0L PA5–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
We have openings in Deccan JM Road location.
Carry copies of updated CV and attend the F2F round of
Interview Timing- 9 am to 4 pm ,
Walking Interview Dates 14.08.2026 to 21.08.2026.
Looking for Wealth Relationship Manager
- 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 client.
- 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.
Contributing Responsibilities :
- To acquire new clients and activate them with asset collection.
- Ensure 2-3 client meetings are done per day within your territory.
- NISM 5A is mandatory
Sourced from naukri
Skills
PMSAsset ManagementIPO FundingInvestment managementfund managementAifPortfolio planningMutual FundsPortfolio ManagementWealth ManagementInvestment AnalysisInvestment PortfolioHNI Client Handling
About Sharekhan
Sharekhan
Financial Services
3.5k+
employees
2000
26 years old
Mumbai,Maharashtra
India
₹5.5L – ₹10L PA
This role
About
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 educ
Industries
Financial ServicesInternet
Employee ratings
1,365 reviews
3.7/ 5
Culture
3.6
Career growth
2.9
Work-life
3.7
Employees rate it well for
Salary156Work Environment131Work Culture109Career Growth89Work Life Balance84
Find them on