Sharekhan Limited, India
Website:
sharekhan.com
Job details:
Company Description Mirae Asset Sharekhan, founded in 1995, is one of India’s pioneers in online trading and a leading full-service brokerage and investment firm. With a client base of over 3.1 million, more than 120 branches, and 4,400+ business partners, the company provides research-driven advisory, dedicated relationship managers, and investor education to support long-term wealth creation. Mirae Asset Sharekhan offers a comprehensive suite of financial products, including mutual funds, equities, IPOs, PMS, AIF, ETFs, corporate deposits, derivatives, commodities, and bonds. The firm executes over 1.1 million trades daily and operates as a SEBI-registered stockbroker and AMFI-registered mutual fund distributor, maintaining strong compliance and regulatory standards. For detailed registration and regulatory information, applicants can visit www.sharekhan.com.
Role Description The Regional Advisory Manager is a full-time, on-site position based in Ahmedabad, responsible for driving advisory-led business growth within the region. This role involves managing and mentoring a team of relationship managers and advisors, guiding them on investment strategies, client portfolio reviews, and cross-selling of financial products across asset classes. The Regional Advisory Manager will oversee regional performance metrics, ensure adherence to regulatory and internal compliance standards, and coordinate closely with research, product, and operations teams to deliver consistent advisory quality. Day-to-day responsibilities include conducting client and team meetings, reviewing regional business pipelines, implementing advisory campaigns, and supporting training initiatives to enhance advisory capabilities and customer experience.
Qualifications
- Candidates should possess strong skills in investment advisory, portfolio analysis, and financial planning.
- Candidates should possess skills in team leadership, performance management, and stakeholder coordination.
- Candidates should possess skills in client relationship management, communication, and negotiation.
- Candidates should possess skills in regulatory compliance, risk assessment, and process governance.
- Relevant experience in wealth management, broking, or financial services advisory at a regional or managerial level.
- Graduate degree in finance, commerce, economics, business, or a related field; professional certifications such as CFP, NISM, or equivalent are an advantage.
- Ability to work in a target-driven environment, analyze data for decision-making, and align regional strategy with overall business objectives.
- Knowledge of Indian capital markets, mutual funds, and multi-asset investment products, with familiarity in digital trading and advisory platforms.
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