Relationship Manager

Sharekhan; Kamrup Metropolitan; On-site; INR 250,000 - 500,000; Full time

Job summary

Sharekhan in India is seeking a motivated individual to acquire new clients and contribute to growing assets under management. The role focuses on increasing the SIP book, expanding AUM, and enhancing client relationships through proactive service delivery.

Primary responsibilities include attracting benchmark clients, expanding the client base, and maintaining high standards of service while achieving branch targets for assets and SIP book.

Qualifications

• Excellent communication and interpersonal skills.
• Self-motivated with a proactive approach.
• Ability to build and maintain client relationships.

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.
• 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.

Skills

Good communication

Self-motivated

Customer relationship

Job description

Role & 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.

Preferred candidate profile

• Good communication and interpersonal skills
• Self motivated & Go getter
• Build Customer Relationship