Investment Relationship Manager
1 week ago
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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