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Investment Relationship Manager

Investment Relationship Manager

Sharekhan

0 - 5 years

2 - 4 Lacs

Chennai

Posted:2 days ago| Platform:

Apply

Skills Required

Demat Sales Lead Generation Sales And Business Development Account Opening Casa Demat Account Acquisition

Work Mode

Work from Office

Job Type

Full Time

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

Achieving

the

Business

target

assigned to branch

in

terms

of, assets Aum and SIP book,

acquiring clients, enhancing, & upgrading the client relationship.

Ensuring

Preferred candidate profile

Good

communication and interpersonal skills
Self

motivated & Go getter
Build Customer Relationship

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