Sharekhan Limited, India
Website:
sharekhan.com
Job details:
Company Description Mirae Asset Sharekhan, founded in 1995, is a leading full-service financial services company and one of the first brokers to introduce online trading in India. With a client base of over 3.1 million, more than 120 branches, and 4,400+ business partners, the organization focuses on guiding long-term wealth creation through research-backed advice and dedicated relationship management. The company offers a comprehensive range of solutions, including Mutual Funds, Stocks, IPOs, PMS, AIF, ETFs, Corporate Deposits, F&O, Commodities, and Bonds. Mirae Asset Sharekhan executes over 1.1 million trades daily, providing robust infrastructure and resources for investment professionals. It is a SEBI-registered stockbroker and AMFI-registered mutual fund distributor, committed to regulatory compliance and investor protection.
Role Description The Investment Portfolio Advisor (Wealth RM) role is a full-time, on-site position based in Indore. The role involves managing and growing a portfolio of wealth clients by understanding their financial goals, risk profiles, and investment preferences, and recommending suitable products and strategies. The advisor will conduct regular portfolio reviews, monitor market trends, and rebalance investments to optimize performance and align with client objectives. Daily responsibilities include client meetings, preparation of investment proposals, responding to client queries, and coordinating with internal research and product teams for timely insights. The role also includes ensuring adherence to regulatory guidelines, maintaining accurate documentation, and contributing to business growth through new client acquisition and cross-selling relevant financial solutions.
Qualifications
- Strong knowledge of Financial Planning and Finance to assess client goals, risk tolerance, and overall wealth management needs.
- Expertise in Investments and Investment Strategies to construct, analyze, and manage diversified portfolios across asset classes.
- Excellent Customer Service skills to build trusted relationships, handle queries promptly, and deliver a high-quality client experience.
- Bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications such as NISM, CFP, or similar credentials are an advantage.
- Strong analytical and numerical skills, proficiency in MS Excel and portfolio management tools, and the ability to interpret market research and reports.
- Effective communication and presentation skills, with the ability to explain complex financial concepts in a clear, client-friendly
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