Investment Relationship Manager

2 - 5 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Location:


Relationship Manager


Key Responsibilities

Direct Responsibilities

  • Acquire new clients with benchmark investable assets.

  • SIP book

  • overall AUM growth

  • Expand the number of active clients contributing to AUM.


Contributing Responsibilities

  • Achieve branch business targets in AUM, SIP book, new client acquisition, and client upgrades.

  • Enhance and strengthen client relationships through regular engagement.

  • Ensure the highest level of service and support for all clients.

  • Maintain accurate records of client interactions, investments, and pipeline development.


Required Qualifications

  • Graduation from any recognized university (MBA/Finance preferred).

  • 14 years of experience in Financial Services, Mutual Funds, or Wealth Management.

  • AMFI/NISM VA certification preferred.


Desired Skills

  • Strong communication and client-handling skills.

  • Knowledge of Mutual Fund products, SIPs, and wealth management solutions.

  • Ability to work with targets and deliver consistent results.

  • Good relationship-building and problem-solving skills.


Employment Type

Full-Time | Permanent

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