Investment Relationship Manager

Job Overview

URGENT HIRING
IMMEDIATE JOINERS REQUIRED

Position: Investment Relationship Manager
Location: Mumbai, Maharashtra
Experience: 1+ Year in Capital Markets

Job Purpose:
Acquire new clients with investment assets, grow the assigned asset book, reactivate clients and increase the SIP book.

Key Responsibilities:
Acquire new clients with benchmark investment assets.
Increase the assigned SIP book from existing and new clients.
Grow overall AUM by gathering assets from new and existing clients.
Increase the number of clients having assets under management.
Achieve branch business targets related to AUM, SIP book and client acquisition.
Enhance and upgrade existing client relationships.
Reactivate eligible existing clients.
Ensure a high level of customer service.
Build and maintain strong customer relationships.
Support branch profitability through business development and asset growth.

Required Competencies:
Good communication and interpersonal skills.
Self-motivated and target driven.
Strong customer relationship management capability.
Results-oriented and client focused.
Ability to develop and leverage professional networks.
Ability to follow and adapt to defined processes.

Qualification:
Graduate / Postgraduate in any stream.
Knowledge of capital markets.
NISM Series V(A) Mutual Fund Distributors Certification.
Valid EUIN number.

Added Advantage:
NISM Series XXI(A) PMS Distributors Certification.
Insurance Corporate Agency Licence / SP Certificate.

Experience:
1 year or above in capital markets.

Key Performance Focus:
Incremental SIP book and SIP collection.
New client activation.
Asset collection from new and reactivated clients.
Branch profitability.
Quality of relationship management and performance.

URGENT HIRING IMMEDIATE JOINERS REQUIRED.
Candidates available to join immediately or at short notice will be preferred.