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Investment Relationship Manager

0 - 5 years

2 - 4 Lacs

Posted:2 days ago| Platform: Naukri logo

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Work Mode

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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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Sharekhan
Sharekhan

Financial Services

Mumbai

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