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Investment Relationship Manager - Walkin Interview - Churchgate

Investment Relationship Manager - Walkin Interview - Churchgate

Sharekhan

1 - 3 years

3 - 4 Lacs

mumbai suburban navi mumbai mumbai (all areas)

Posted:1 hour ago| Platform:

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Skills Required

mutual funds cross selling mutual funds sales sip lump sum wealth product insurance sales acquisition hni client handling demat account opening wealth management hni sales pms financial products asset management sales and business development investment products

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

Fresher's with NISM-5A series are also welcome

Preferred candidate profile

Good

communication and interpersonal skills
Self

motivated & Go getter
Build Customer Relationship

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