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Wealth Manager @ Mirae Asset Sharekhan

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 Wealth Manager @ Mirae Asset Sharekhan

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.

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: Sharekhan
Location(s): Meerut

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Keyskills:   Mutual Funds Mutual Funds Sales Wealth Manager Relationship Manager Wealth Relationship Portfolio Management Portfolio Management Services HNI Client Handling NISM Wealth Management Insurance PMS Asset Management MF Asset & Wealth Management SIP Aif

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₹ 5-8 Lacs P.A

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Sharekhan

Founded in 1995, Sharekhan was one of the first brokers to introduce online trading in India. With a client base of over 31 lakhs, 120+ branches, and 4400+ business partners, Mirae Asset Sharekhans full-service model is Designed for the Serious. What differentiates Mirae Asset Sharekhan from disco...