Investment Portfolio Advisor - Wealth RM Job in Bangalore at Sharekhan Ltd

Direct Responsibilities

• Responsible for gathering assets for investment productssuch 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 from the mapped book.

Contributing Responsibilities

• To acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory.

Technical & Behavioral Competencies

• Strong communication & written skills
• Fluency in local language is an added advantage.
• Excellent interpersonalskills and must be a team player.
• Must be process oriented and must be willing to learn and adapt.
• Highly self –motivated

Specific Qualifications (if required)

• NISM VA (for Mutual Funds)
• NISM XXI A(for PMS)
• Insurance Corporate Agency License (SP – Certificate) (for Insurance)
• NISM XIII A (for SIF)

Skills Referential

• Ability to deliver / Results driven
• Communication skills - oral & written
• Client focused
• Problem solving & decision making

BNP Paribas has over 160 years of presence in India and is active in 75 countries. Sharekhan has over 4000 employees and is present in 584 cities through 153 branches, more than 3040 business partners. The company has 19 lakh clients and on an average, executes more than 6 lakh trades per day. It was acquired by BNP Paribas in Nov’16.