Investment Relationship Manager

1 week ago


Mysore, Karnataka, India Sharekhan Full time ₹ 9,00,000 - ₹ 12,00,000 per year

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.
  • Demat account opening process, New client acquisition.

Contributory Responsibilities:

  • Meet branch-level business targets for AUM, SIPs, and new client acquisition.
  • Enhance and maintain strong client relationships.
  • Ensure top-notch service delivery and client satisfaction.

Desired Candidate Profile

  • Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory)
  • Good verbal and written communication skills
  • Positive attitude with willingness to learn and grow in the financial sector.
  • Candidates with minimum 1 year of experience in mutual funds, broking, or wealth management.

Interested candidates can share CV to or Whatsapp


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