BDRM/ Investment Relationship Manager

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]