BDRM/ Investment Relationship Manager
Sharekhan · Mumbai · onsite · Posted 65d ago
Undisclosed0–4 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Role & responsibilities
- Acquire new clients and drive growth through the mobilization of benchmark assets.
- Expand the assigned SIP (Systematic Investment Plan) portfolio by onboarding new clients and strengthening relationships with existing clients.
- Increase overall Assets Under Management (AUM) by sourcing investments from both new and existing clients.
- Enhance the client base by increasing the number of clients contributing to the AUM portfolio.
Preferred candidate profile
- Graduate/Post Graduate in any discipline with knowledge of capital markets.
- NISM Series V-A (Mutual Fund Distributors Certification) and valid EUIN Number mandatory.
- NISM Series XXI-A (PMS Distributors Certification) will be an added advantage.
- Minimum 1+ year of experience in capital markets or financial services.
Interested candidate can share their CVs on mail id [email removed]
Sourced from naukri
Skills
Cross SellingThird Party ProductsPMSSIPAUMInvestment ProductsMutual FundsClient AcquisitionEquityNISM 5
About Sharekhan
Sharekhan
Financial Services
3.5k+
employees
2000
26 years old
Mumbai,Maharashtra
India
About
Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor educ
Industries
Financial ServicesInternet
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