Sharekhan

Investment Portfolio Advisor

Sharekhan
New Delhi
₹30,000 - ₹80,000 monthly

Fixed

₹30,000 - ₹80,000

Earning Potential

₹80,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years
Basic EnglishBasic English

Job highlights

3 applicants

3 applicants

Job Description

Job Role- Investment Portfolio 

Advisor


Please find the JD below-


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

Job role

Work location
Work locationDelhi, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years
Education
EducationGraduate
English level
English levelBasic English
Age limit
Age limit18 - 37 years
Gender
GenderAny gender

About company

Name
NameSharekhan
Address
AddressDelhi, India
Job posted by Sharekhan

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You can expect a minimum salary of 30,000 INR and can go up to 80,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Delhi-NCR to get hired quickly.

The candidate should have Basic English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Delhi-NCR at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 27 Jun 2026. For more details, download apna app and find Full Time jobs in Delhi-NCR . Through apna, you can find jobs in 64 cities across India. Join NOW!