Investment Relationship Manager

Sharekhan Limited; Ludhiana, Chandigarh; On-site; INR 400,000 - 700,000; Full time

Job summary

Sharekhan Limited in Ludhiana is seeking a dynamic professional to grow the client base and manage assets under management. The role focuses on acquiring new clients with benchmark assets, expanding the SIP book, and increasing overall AUM by pulling assets from both existing and new clients.

The position emphasizes enhancing client relationships and delivering the highest level of service to clients while achieving branch targets for assets and SIPs.

Responsibilities

• Direct responsibilities include acquiring new clients with benchmark assets, increasing the total assigned SIP book from allocated and new clients, adding overall AUM by gathering assets from existing and new clients, and increasing the basket of clients having AUM.
• Contributing responsibilities include achieving the branch's business targets in terms of assets AUM and SIP book, acquiring clients, and enhancing & upgrading client relationships; ensuring the highest level of service to 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.