Wealth Manager - Sales - Bank (3-14 Yrs) Kolkata/Chennai/Udaipur/Jodhpur (BFSI Sales)

Job Description: Investment Portfolio AdvisorAbout Mirae Asset Financial GroupMirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae Asset s total assets under management (AUM) is USD606.7 billion, equity capital is USD15.1 billion and pension business book is USD47.7 billion (as of June 2024). Terming itself a Permanent Innovator, the Mirae Asset Financial Group s major businesses encompass:- Wealth Management: Global Equities, Fixed Income, Retirement / Individual Pensions, Financial Products, and Insurance- Investment Banking: IPO, M&A Advisory, Project Financing- Alternative Investments: PEF, Infrastructure, Real Estate, REITs- ETFs: Thematic ETFs, Research & Insights, ETF Model Portfolios- Venture Capital: Aerospace, Robotics, Biotechnology, AI etc.- Embracing AI: Robo-Advisors, AI-based Asset ManagementTo know more about the Mirae Asset Financial Group, click here.About Mirae Asset Sharekhan :[Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh, 130 branches and 4,400 business partners, Mirae Asset Sharekhan s full-service model is Designed for the serious . What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise.About the business of Mirae Asset SharekhanMirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor education. Job Title: Investment Portfolio Advisor Date: 28th March 2025Department: Branch Business Location : Branch / Regional OfficeSub Department Wealth Relationship Manager Reports to: Manager - Branch Business (Direct) Grade: E4- M5 Position Purpose :Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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.- 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 interpersonal skills and must be a team player.- Must be process oriented and must be willing to learn and adapt.- Highly self -motivatedSpecific Qualifications (if required)- Graduate in any stream with basic knowledge of financial markets across different product lines.1. NISM VA (for Mutual Funds)2. NISM XXI A(for PMS)3. Insurance Corporate Agency License (SP - Certificate) (for Insurance)4. NISM XIII A (for SIF)Skills Referential :Behavioral Skills: (Please select up to 4 skills)- Ability to deliver / Results driven- Communication skills - oral & written- Client focused- Problem solving & decision makingTransversal Skills: (Please select up to 5 skills) - Ability to develop and leverage networks- Ability to understand, explain and support change- Ability to develop and adapt a process- Ability to inspire others & generate people s commitment- Ability to manage / facilitate a meeting, seminar, committee, training. Education Level: Bachelor Degree or equivalentExperience Level At least 2 years in Selling financial products and services Other/Specific Requirements (if any)Key Performance Indicators (KPI)- Classification KPI Items WeightCore focus (40%) Net Equalized Assets collected (LS) 25%- Incremental SIP book & SIP Collection 10%- Net Clients activated (Clients with Asset) (Minimum 5K Asset) 5%- New client & new asset (10%) Asset collection from Reactivated / New clients 10%- Branch level Branch Profitability 25%- Qualitative Evaluation BM & GH Evaluation 25%Total 100% (ref:updazz.com)

Payroll Type : Permanent