Relationship Manager

Roles and 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.
• 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.

Job Requirements :

• 1-8 years of experience in account opening, mutual funds sales or SIP (Systematic Investment Plan).
• Strong understanding of various types of securities such as stocks, bonds, fixed income instruments etc. .
• Excellent communication skills for effective relationship management with high net worth individuals (HNIs) or corporate clients.