Investment Relationship Manager

Job Title: Investment Relationship Manager
Location: Pune , Aundh
Department: Business Development relationship manager
Reporting To: Branch Manager

What will the person do?

• Find and acquire new clients who can invest (High investing potential clients).

• Grow client investment portfolio (AUM – Assets Under Management).

• Increase SIP (Systematic Investment Plan) investments from new and existing clients.

• Reconnect & reactivate old/inactive clients and start their investments again.

• Maintain good relationship with clients and guide them in investment planning.

• Ensure good service and help clients with queries related to investments.

• Achieve monthly targets set by the branch for investments and SIP.
  

What skills are needed?

• Good communication and convincing skills.

• Should be target oriented and self-motivated.

• Ability to build customer relationships.

Qualification Required:

• Graduate / Post Graduate (Any stream)

• Knowledge of Mutual Funds / Capital Markets is important.

Certificates (Not mandatory, but preferred):

• NISM Mutual Fund Distributor Certificate (Series V-A) → Required or should be willing to give exam.

• NISM PMS Certificate – added advantage.

• Insurance Agent License – added advantage.

Experience Required:

• Minimum 1 year in mutual funds, investments, wealth management, banking sales, demat sales, or financial advisory.

• It is a Full Time Field Sales job for candidates with 1 - 5 years of experience.

More about this Investment Relationship Manager job

1. What is the eligibility criteria to apply for this Investment Relationship Manager job?
   Ans: The candidate should be 12th Pass and above and above with 1 - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹50000 per month that depends on your interview. It's a Full Time job in Pune.
3. How many working days are there for this Investment Relationship Manager job?
   Ans: This Investment Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Investment Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Investment Relationship Manager job and during the employment with the company, i.e., Mg Consulting Services Private Limited.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Investment Relationship Manager role?
   Ans: There is an immediate opening of 10 Investment Relationship Manager at Mg Consulting Services Private Limited
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Investment Relationship Manager job?
   Ans: This Investment Relationship Manager job has 09:00 AM - 06:00 AM timing.