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.