Investment Relationship Manager

Sharekhan Limited; Indore District, Bhilai, Jaipur; On-site; INR 300,000 - 500,000; Full time

Job summary

Sharekhan Limited in Indore invites a results-driven professional to drive client acquisition and grow benchmark assets. You will target SIP book expansion and increase AUM by engaging both existing and new clients.

This role demands delivering high-quality service, strengthening client relationships, and achieving the branch targets for assets, SIPs, and overall growth. You will work with the sales and advisory teams to cross-sell products while adhering to regulatory guidelines and maintaining

Qualifications

• Direct responsibilities include acquiring new clients with benchmark assets.
• Direct responsibilities include increasing the total assigned SIP book from allocated and new clients.
• Direct responsibilities include adding overall AUM by gathering assets from existing and new clients.
• Direct responsibilities include increasing the basket of clients having AUM.
• Contributing responsibilities include achieving the business target assigned to branch in terms of assets Aum and SIP book, acquiring clients, enhancing and upgrading the client relationship.
• Ensuring the highest level of service to the clients.

Responsibilities

• Direct responsibilities include acquiring new clients with benchmark assets.
• Direct responsibilities include increasing the total assigned SIP book from allocated and new clients.
• Direct responsibilities include adding overall AUM by gathering assets from existing and new clients.
• Direct responsibilities include increasing the basket of clients having AUM.
• Contributing responsibilities include achieving the business target assigned to branch in terms of assets Aum and SIP book, acquiring clients, enhancing and 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.

Preferred candidate profile