Investment Relationship Manager

Sharekhan; Hyderabad; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Sharekhan in Hyderabad is seeking a client relationship professional focused on acquiring new clients with benchmark assets, growing the SIP book, and increasing AUM through both existing and new clients. You will work toward elevating the basket of clients with AUM and ensuring the highest level of service to clients, contributing to branch targets and a strong client-centric culture.

The role emphasizes proactive client acquisition, portfolio growth, and maintaining superior service standards

Responsibilities

• Direct: Acquiring new clients with benchmark assets.
• Direct: Increase the total assigned SIP book from allocated and new clients.
• Direct: Adding overall AUM by gathering assets from existing and new clients.
• Direct: Increasing the basket of clients having AUM.
• Contributing: Achieving the Business target assigned to branch in terms of assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship.
• Ensuring the highest level of service to the clients.

Job description

Direct Responsibilities

• Acquiring new clients with benchmark assets.
• Increase the total assigned SIP book from allocated and new clients.
• Adding overall AUM by gathering assets from existing and new clients.
• Increasing the basket of clients having AUM.

Contributing Responsibilities

• Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship.

Ensuring the highest level of service to the clients.