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Investment Relationship Manager

Investment Relationship Manager

Sharekhan

0 - 5 years

0 - 4 Lacs

Chennai Tamil Nadu India

Posted:1 day ago| Platform: Foundit logo

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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.

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Sharekhan

Financial Services

Mumbai

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Investment Relationship Manager