Investment Relationship Manager

1 - 6 years

2 - 4 Lacs

Posted:1 day ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Sharekhan logo
Sharekhan

Financial Services

Mumbai

RecommendedJobs for You