Wealth Manager - Durgapur - confidential

Description

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction.

Key Responsibilities:

Direct 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.
• Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book.
• Create an incremental SIP Book.
• Responsible for achieving New Business development targets by reactivating and activating new clients.
• Ensure all clients are met on a regular basis.
• Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow, & Revenue from the mapped book.

Contributing Responsibilities:

• Acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are conducted per day within your assigned territory.