BDRM/ Investment Relationship Manager

Sharekhan Limited; Bharuch District, Valsad District, Surat; On-site; INR 300,000 - 600,000; Full time

Job summary

Sharekhan Limited in Gujarat is looking for a proactive professional to acquire new clients and drive growth by mobilizing benchmark assets. You will expand the SIP portfolio, onboard clients, and strengthen relationships to increase overall AUM.

The role requires a graduate/postgraduate with knowledge of capital markets, with NISM Series V-A certification and a valid EUIN. Experience in capital markets is a must, with PMS certification as an added advantage.

Qualifications

• Graduate/Post Graduate with knowledge of capital markets.
• NISM Series V-A certification and valid EUIN number mandatory.
• NISM Series XXI-A certification will be an added advantage.
• Minimum 1+ year of experience in capital markets or financial services.

Responsibilities

• Acquire new clients and drive growth through the mobilization of benchmark assets.
• Expand the assigned SIP (Systematic Investment Plan) portfolio by onboarding new clients and strengthening relationships with existing clients.
• Increase overall Assets Under Management (AUM) by sourcing investments from both new and existing clients.
• Enhance the client base by increasing the number of clients contributing to the AUM portfolio.

Skills

Capital markets knowledge

Education

NISM Series V-A (Mutual Fund Distributors Certification) + EUIN Number

NISM Series XXI-A (PMS Distributors Certification) will be an added advantage

Job description

Role & responsibilities

• Acquire new clients and drive growth through the mobilization of benchmark assets.
• Expand the assigned SIP (Systematic Investment Plan) portfolio by onboarding new clients and strengthening relationships with existing clients.
• Increase overall Assets Under Management (AUM) by sourcing investments from both new and existing clients.
• Enhance the client base by increasing the number of clients contributing to the AUM portfolio.

Preferred candidate profile

• Graduate/Post Graduate in any discipline with knowledge of capital markets.
• NISM Series V-A (Mutual Fund Distributors Certification) and valid EUIN Number mandatory.
• NISM Series XXI-A (PMS Distributors Certification) will be an added advantage.
• Minimum 1+ year of experience in capital markets or financial services.