Sharekhan
Wealth Manager (B2C)
Skills
1 month ago
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Important information
Contract type:
Permanent
Salary:
₹500,000 – ₹800,000 / year
Location:
Bhubaneswar, Odisha, India
Work mode:
Onsite
Published on:
17 September 2026
What they need
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.
- 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.
- Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue
Contributing Responsibilities
- To acquire new clients and activate them with asset collection.
- Ensure 2-3 client meetings are done per day within your territory.
Graduate in any stream with basic knowledge of financial markets across different
product lines.
- NISM VA (for Mutual Funds)
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