Hiring -Business Development RM (SIP) / MF
4 days ago
Hiring,
Leading Company AMC/Broking company
Job Description: Investment Relationship Manager
Sub Department :- Business Development Relationship Manage
Position Purpose:-
To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book.
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 Responsibilities:-
- Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients.
Technical & Behavioural Competencies
Good communication and interpersonal skills
Self motivated & Go getter
Build Customer Relationship
Specific Qualifications (if required)
- Graduate / Post graduate in any stream with knowledge of capital markets.
- NISM Series-V(A) : Mutual Fund Distributors Certification Examination a
- NISM Series-XXI (A) - PMS Distributors Certification Examination will be an added
advantage
- Insurance Corporate Agency Licence Certificate) (for Insurance) will be an added
advantage.
- Skills Referential
Ability to deliver / Results driven
Communication skills - oral & written
Client focused
Customer Relationship Management
Ability to develop and adapt to the set process
Ability to inspire others & generate people's commitment
Ability to manage / facilitate a meeting, seminar, committee, training
Education Level:
Graduate/post graduate in any stream
1 years & above in capital markets
Experience Level
Other/Specific Requirements (if any)
More Information Contact HR, Srinivas.
Call & WhatsApp :
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