Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Home
>
Jobs in Chennai
>
Sharekhan
>
Investment Relationship Manager

Investment Relationship Manager

Sharekhan

0 - 5 years

0 - 4 Lacs

Chennai Tamil Nadu India

Posted:3 months ago| Platform: Foundit logo

Apply

Skills Required

Acquire new clients Aum Communication Skills Interpersonal Skills Self-motivated Revenue Generation

Work Mode

On-site

Job Type

Full Time

Job Description

What will you do

As an Investment Relationship Manager, you'll be instrumental in growing our investment portfolio by acquiring new clients and deepening relationships with existing ones. Your primary focus will be on increasing our assets under management (AUM) and systematic investment plan (SIP) book through direct client engagement and excellent service.

Key Responsibilities:

Direct Responsibilities:

Acquire new clients with benchmark assets.
Increase the total assigned SIP book from allocated and new clients.
Add overall AUM by gathering assets from existing and new clients.
Increase the basket of clients having AUM.

Contributing Responsibilities:

Achieve the business target assigned to the branch in terms of assets (AUM) and SIP book.
Acquire, enhance, & upgrade client relationships.
Ensure the highest level of service to the clients.

Preferred Candidate Profile:

Good communication and interpersonal skills.
Self-motivated and a go-getter attitude.
Strong ability to build and maintain customer relationships.

More Jobs at Sharekhan

Equity Relationship Specialist/Equity Advisor

Kollam, Bengaluru

2 - 5 yrs

INR 2 - 4 Lacs

Investment Portfolio Advisor/Wealth Management

Panipat, Rohtak

2 - 7 yrs

INR 3 - 8 Lacs

Equity Specialist

Rohtak

2 - 7 yrs

INR 2 - 5 Lacs

Investment Portfolio Advisor

Faridabad

3 - 8 yrs

INR 4 - 8 Lacs

Investment Portfolio Advisor/Wealth Management

Guwahati, Bhubaneswar, Bokaro

3 - 8 yrs

INR 3 - 8 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Sharekhan

Financial Services

Mumbai

Login to

Please Verify Your Phone or Email

Confirm Action

Investment Relationship Manager