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.