BDRM/ Investment Relationship Manager

Sharekhan Limited; Mahesana, Gandhinagar, Ahmedabad District; On-site; INR 350,000 - 520,000; Full time

Job summary

Sharekhan Limited in India seeks a growth-oriented professional to acquire new clients and expand the SIP portfolio by onboarding customers and strengthening relationships.

You will source investments to grow AUM, broaden the client base, and contribute to overall asset growth while ensuring regulatory compliance. This role targets active engagement with clients and partners in the aum growth process.

Qualifications

• Knowledge of capital markets required.
• NISM Series V-A certification and EUIN number mandatory.
• NISM Series XXI-A is an added advantage.
• Minimum 1+ year experience in capital markets.

Responsibilities

• Acquire new clients and drive growth through mobilization of benchmark assets.
• Expand the SIP portfolio by onboarding clients and strengthening relationships with existing clients.
• Increase AUM by sourcing investments from new and existing clients.
• Enhance client base by increasing the number of clients contributing to AUM.

Skills

Capital markets knowledge

Education

Graduate or Postgraduate

NISM Series V-A (Mutual Fund Distributors Certification)

NISM Series XXI-A (PMS Distributors Certification)

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.