Investment Relationship Manager

1 day ago


Erode Madurai Tiruchirapalli, India Avani Consulting Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Job Title : Investment Relationship Manager

Position purpose:

To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book.

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.

Technical & Behavioural Competencies:

Good communication and interpersonal skills

Self motivated & Go getter

Build Customer Relationship

SpecificQualifications(ifrequired)

Graduate / Post graduate in any stream with knowledge of capital markets.

NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number

Education: Grad/P.G

Exp: 0.6months to 5yrs

Note:

Sat & sunday holiday.

Will have public holidays.

Interested candidates whatsapp cvs to Harika / call me.

Email



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