Investment Relationship Manager

Sharekhan; Ernakulam, Kozhikode district, Mangaluru; On-site; INR 300,000 - 550,000; Full time

Job summary

Sharekhan is seeking a candidate in Kerala to acquire new clients and drive growth by mobilizing benchmark assets. The role focuses on expanding SIP portfolios and strengthening relationships with existing clients to increase overall AUM.

The candidate should have a graduate/postgraduate degree with knowledge of capital markets and hold the NISM Series V-A certification for mutual fund distribution. The position emphasizes client acquisition and portfolio growth in a financial services

Qualifications

• Graduate or Postgraduate with knowledge of capital markets.
• NISM Series V-A Mutual Fund Distributors Certification.

Responsibilities

• Acquire new clients and drive growth through mobilization of benchmark assets.
• Expand the assigned SIP 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)

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)