Your browser does not support javascript! Please enable it, otherwise web will not work for you.

Wealth Manager @ Mirae Asset Sharekhan

Home > Trading, Asset & Wealth Management

 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): Rohtak

+ View Contactajax loader


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

 Fraud Alert to job seekers!

₹ 5-8 Lacs P.A

Similar positions

Wealth Rm/investment Portfolio Advisor/ Stock Broking/ Chennai/ Trichy

  • Leading Client
  • 4 - 9 years
  • Chennai
  • 3 days ago
₹ 5-11 Lacs P.A.

Team Lead/Senior Institutional Sales Manager

  • EY
  • 3 - 8 years
  • Bengaluru
  • 5 days ago
₹ .2-18 Lacs P.A.

Broking Dealer (Assistant Manager & Deputy Manager)

  • Kotak Securities (KSL)
  • 2 - 5 years
  • Kochi
  • 5 days ago
₹ -5 Lacs P.A.

Sbi Securities Hiring Nri Relationship Manager Retail Sales Hyderabad

  • Sbicap Securities
  • 1 - 4 years
  • Hyderabad
  • 6 days ago
₹ .5-6 Lacs P.A.

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...