Relationship Manager

Sharekhan; Kolkata District; On-site; INR 300,000 - 550,000; Full time

Job summary

Sharekhan in India is seeking a career-focused professional to drive new client acquisition and portfolio growth. You will target benchmark assets, grow the SIP book, and increase AUM by connecting with existing and new clients.

The role emphasizes strong communication, relationship building, and a proactive approach to achieving branch targets through expanding client assets and ongoing service excellence.

Qualifications

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

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.
• Achieving the Business target assigned to branch in terms of assets Aum and SIP book.
• Acquiring clients, enhancing, and upgrading the client 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