BDRM/ Investment Relationship Manager

Sharekhan; Thane, Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Sharekhan is seeking a result‑driven sales professional in Maharashtra to acquire new clients and mobilize benchmark assets through suitable investments.

You will expand the SIP portfolio, onboard clients, deepen relationships, and increase AUM by sourcing investments from both new and existing clients.

Qualifications include Graduate or Post Graduate, NISM Series V-A MF certification with EUIN, NISM Series XXI-A PMS certification (nice to have), and a minimum 1 year in capital markets.

Qualifications

• Knowledge of capital markets and financial products.
• Strong communication and client acquisition skills.
• Target-driven with ability to grow assets under management.

Responsibilities

• Acquire new clients and drive growth by mobilizing benchmark assets.
• Expand SIP portfolio by onboarding clients and strengthening relationships.
• Increase AUM by sourcing investments from new and existing clients.
• Enhance client base contributing to AUM.

Skills

Capital markets knowledge

Education

Graduate or Post Graduate in any discipline

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.

Interested candidate can share their CVs on mail id [e-mail]