Department: Branch Business
Location: Ahmedabad
Reports To: Branch Manager
Grade: E2
Mirae Asset Financial Group, founded in 1997, operates in 19 global markets across the Americas, Asia-Pacific, and Europe, with a workforce of over 12,500 professionals. Managing assets worth USD 606.7 billion and equity capital of USD 15.1 billion (as of June 2024), the group is a Permanent Innovator in global finance.
Our core businesses include:
Wealth Management: Global Equities, Fixed Income, Retirement/Pension, Financial Products, and Insurance
Investment Banking: IPOs, M&A Advisory, and Project Financing
Alternative Investments: Private Equity, Infrastructure, Real Estate, and REITs
ETFs: Thematic ETFs, Research & Insights, and Model Portfolios
Venture Capital: Focused on Aerospace, Robotics, Biotechnology, and AI
Embracing AI: Robo-Advisory and AI-based Asset Management
Founded in 2000, Mirae Asset Sharekhan (formerly Sharekhan) is one of India’s leading full-service brokerage firms, serving over 30 lakh clients through 130+ branches and 4,400+ partners.
Our philosophy, “Designed for the Serious,” reflects our commitment to research-driven advisory, strong client relationships, and expert portfolio management — setting us apart from discount brokers.
To drive asset growth by acquiring new clients, reactivating dormant ones, and expanding the SIP and AUM (Assets Under Management) book, while ensuring superior client experience and relationship management.
Acquire new clients with benchmark-level investment assets.
Grow the assigned SIP (Systematic Investment Plan) book through existing and new clients.
Increase total AUM by mobilizing assets from both new and existing investors.
Enhance the overall client portfolio and deepen investment relationships.
Achieve assigned business targets for AUM, SIP book, and client acquisition at the branch level.
Reactivate dormant clients and strengthen their engagement.
Ensure delivery of exceptional client service and maintain high satisfaction levels.
Collaborate with internal teams to support branch profitability and performance goals.
Strong communication and interpersonal skills
Self-motivated and result-oriented mindset
Client relationship management and networking ability
Ability to work independently and meet performance targets
Graduate/Postgraduate in any discipline (Finance preferred)
Mandatory:
NISM Series V(A) – Mutual Fund Distributors Certification Examination
Valid EUIN Number
Preferred:
NISM Series XXI(A) – PMS Distributors Certification
Insurance Corporate Agency License (SP Certificate)
Minimum 1 year of relevant experience in capital markets, wealth management, or financial advisory.
Client-Focused Relationship Management
Business Development & Target Orientation
Strong Communication (Oral & Written)
Process Orientation and Execution Discipline
Team Collaboration and Influence
CategoryKPIWeightageCore Focus (50%)Incremental SIP Book & Collections20%New Clients Activated (Min ₹5K MF Asset, including reactivated clients)10%Asset Collection from New/Reactivated Clients20%Branch Level (25%)Branch Profitability25%Qualitative Evaluation (25%)Branch Manager & Group Head Evaluation25%Total100%
Opportunity to work with a global financial leader
Strong focus on learning, performance, and career growth
Collaborative work environment with exposure to diverse financial products
Attractive performance-linked rewards and career advancement
Would you like me to format this into a branded PDF or Word document (with Mirae Asset logo, section headers, and design elements) for official use? I can do that next.