Walk-In- Interview- Investment Relationship Manager

7 days ago

Ahmedabad Gandhinagar, India Sharekhan Full time ₹ 5,00,000 - ₹ 10,00,000 per year

We are looking for dynamic individuals to join our Mutual Fund Sales team. If you're a fresher with strong communication skills and a passion to build a career in the broking industry, we want to hear from you

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.
  • Increase AUM by mobilizing funds from existing and prospective investors.
  • Broaden the client portfolio with active AUM.

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
  • Freshers are encouraged to apply
  • Candidates with up to 2 years of experience in mutual funds, broking, or wealth management are also welcome

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