Investment Relationship Manager

1 - 5 years

3 - 5 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for dynamic individuals to join our Mutual Fund Sales team.

Direct Responsibilities:

  • Acquire new clients with a minimum benchmark of assets under management (AUM).
  • Grow the SIP (Systematic Investment Plan) book through new and existing clients.
  • Increase AUM by mobilizing funds from existing and prospective investors.
  • Broaden the client portfolio with active AUM.
  • Meet branch-level business targets for AUM, SIPs, and new client acquisition..
  • Certification:

    NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory)

  • Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome

Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

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Sharekhan logo
Sharekhan

Financial Services

Mumbai

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