Investment Relationship Manager

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. Role & responsibilities

Preferred candidate profile