Investment Relationship Manager

Sharekhan; Visakhapatnam; On-site; INR 400,000 - 650,000; Full time

Job summary

Sharekhan is seeking a professional in Visakhapatnam to acquire new clients with benchmark assets and to increase the SIP book and overall AUM by gathering assets from existing and new clients. The role focuses on expanding the basket of clients with AUM and delivering strong client outcomes.

Additionally, the position requires achieving branch targets related to assets, AUM, and SIP book, while enhancing and upgrading client relationships and ensuring the highest level of service to clients.

Responsibilities

• 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.

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.