Investment Relationship Manager/Sales/NISM-5A

21 hours ago


Kolhapur Sangli, India Sharekhan Full time ₹ 6,00,000 - ₹ 12,00,000 per year

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 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.

Preferred candidate profile

  • Good communication and interpersonal skills
  • Self motivated & Go getter
  • Build Customer Relationship


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