Relationship Manager

Job Title: Investment Relationship Manager

Department: Branch business

Location: Ahmedabad

Sub Department: Business Development Relationship Manager

Reports to: Branch manager

Position Purpose

To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book.

Responsibilities

Direct 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.

Contributing Responsibilities

·         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.

Technical & Behavioural Competencies 

·         Good communication and interpersonal skills

·         Self motivated & Go getter

·         Build Customer Relationship

Specific Qualifications (if required)

·         Graduate / Post graduate in any stream with knowledge of  capital markets.

·         NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number

·         NISM Series-XXI (A) -  PMS Distributors Certification Examination will be an added advantage

·         Insurance Corporate Agency Licence (SP – Certificate) (for Insurance) will be an added advantage.

• It is a Full Time Sales / Business Development job for candidates with 6 months - 4 years of experience.