Investment Relationship Manager

Job Overview

URGENT HIRING - IMMEDIATE JOINERS REQUIRED

Role: Investment Relationship Manager
Location: Mumbai

Key Responsibilities:
- Acquire new investment clients and grow the assigned asset book.
- Increase SIP business and assets under management from new and existing clients.
- Reactivate inactive clients and improve relationship penetration.
- Achieve business targets for AUM, SIP, client acquisition and relationship upgrades.
- Maintain high standards of client service and relationship management.

Eligibility:
- Graduate/Postgraduate with knowledge of capital markets.
- Minimum 1 year relevant capital-markets experience.
- NISM Series V-A Mutual Fund Distributors Certification and EUIN required.
- PMS and insurance distribution certifications will be advantageous.