Investment Relationship Manager / New Client acquisition

Sharekhan; Mysuru; On-site; INR 300,000 - 600,000; Full time

Job summary

Sharekhan in Mysuru, India, invites applications for a role focused on expanding the client base and growing AUM through proactive client acquisition and relationship management.

The candidate will onboard new clients for SIP portfolios, mobilize benchmark assets, and target asset growth by leveraging capital markets knowledge and NISM Series V-A certification.

Qualifications

• Graduate or postgraduate with knowledge of capital markets.
• NISM Series V-A (Mutual Fund Distributors Certification) required.

Responsibilities

• Acquire new clients and drive growth by mobilizing benchmark assets.
• Expand the SIP portfolio by onboarding clients and strengthening relationships with existing clients.
• Increase AUM by sourcing investments from new and existing clients.
• Grow the client base contributing to the AUM portfolio.

Skills

Capital markets knowledge

NISM Series V-A certified

Education

Graduate/Post Graduate in any discipline

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)