Relationship Manager

Sharekhan; Paschim Bardhaman, Durgapur; On-site; INR 450,000 - 650,000; Full time

Job summary

Sharekhan is seeking a result-oriented sales professional with a focus on mutual funds to drive client acquisition and assets growth. The role targets increasing SIP book, expanding AUM, and building a robust client base with benchmark assets.

Mandatory NISM5A certification and strong relationship management will be essential to succeed in this position. Prior exposure to mutual funds sales and advisory services is preferred.

Qualifications

• Experience in acquiring clients for mutual funds and benchmark assets.
• Ability to grow SIP book and overall AUM.
• Strong client relationship management and upselling skills.

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.

Skills

Client Acquisition

SIP

Asset Under Management

Relationship Management

Education

NISM Series V-A (Mutual Fund Distributor)

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.
• NISM5A is Mandatory