Investment Portfolio Advisor (Wealth Relationship Manager)

About the Role and Company

Mirae Asset Sharekhan, established in 2000 and a pioneer of India's online trading, serves over 3 million clients through more than 130 branches and 4,400 business partners. The company blends expert research, relationship management, and a full-service approach to offer diverse trading and investment solutions across equities, derivatives, mutual funds, portfolio management, and investor education.

Primary Responsibilities

• Meet targets related to net equalized assets gathered within the assigned client book.
• Grow the Systematic Investment Plan (SIP) portfolio incrementally.
• Expand business by activating or reactivating clients.
• Gather assets through varied investment avenues including Mutual Funds, Portfolio Management Services, Alternative Investment Funds, Corporate Fixed Deposits, Sovereign Gold Bonds, Insurance, and other products.
• Maintain frequent interactions, both physical and virtual, to strengthen client relationships and increase assets under management, SIP contributions, and revenue.

Additional Responsibilities

• Identify and onboard new clients for asset collection purposes.
• Perform 2 to 3 client meetings daily within the designated territory.
• Support branch profitability via effective client engagement initiatives.

Essential Qualifications

• Graduate in any discipline with foundational understanding of financial markets.
• At least 2 years of experience in financial product and service sales.
• Possess NISM VA certification for Mutual Funds.

Application Instructions

Candidates interested in the position are encouraged to submit their resumes for consideration.