Wealth RMInvestment Portfolio Advisor
- Mirrae assets
- 3 - 8 years
- Hyderabad
- 2 months ago
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Job Description
Job Description: Investment Portfolio Advisor
About Mirae Asset Financial Group
Mirae 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
Assets 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 Groups 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 Management
To 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 Sharekhans 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 Sharekhan
Mirae 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.
rd
3 June 2025
Investment Portfolio
Advisor
Job Title:
Date:
Branch Business
Department:
Location:
Hyderabad
Wealth Relationship
Manager
Reports to:
(Direct)
Manager Branch
Business
Sub Department
Grade:
(if applicable)
(Functional)
E4 M5
People
Management
Responsibility
(Y/N)
Number of Direct
Reportees:
N
NA
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 motivated
Specific Qualifications (if required)
Graduate in any stream with basic knowledge of financial markets across different
product lines.
1.
2.
3.
4.
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
Behavioural Skills: (Please select up to 4 skills)
Ability to deliver / Results driven
Communication skills - oral & written
Client focused
Problem solving & decision making
Transversal Skills: (Please select up to 5
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 equivalent
Experience Level
At least 2 years in Selling financial products and services
Other/Specific Requirements (if any)
Key Performance Indicators (KPI)
Classification
KPI Items
Weight
Net Equalized Assets collected (LS)
Incremental SIP book & SIP Collection
25%
10%
Core focus (40%)
Net Clients activated (Clients with Asset)
(Minimum 5K Asset)
5%
New client & new
asset (10%)
Asset collection from Reactivated / New clients
Branch Profitability
10%
25%
25%
100%
Branch level
Qualitative
Evaluation
BM & GH Evaluation
Total
Revenue through
Job Classification
Industry: Investment Banking / Venture Capital / Private EquityFunctional Area / Department: Sales & Business DevelopmentRole Category: Retail & B2C SalesRole: Direct Sales ExecutiveEmployement Type: Full timeContact Details:
Company: Mirrae assetsLocation(s): Hyderabad
Keyskills: HNI Sales Wealth Management Portfolio Management Financial Products Sales Mutual Funds Sales Investment Advisory Equity Sales Investment Products
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