Job Title: Relationship Manager – Mutual Funds / Investment Advisory
Salary : upto 5LPA
Location: Hyderabad,Lucknow,Ambala,Panipat,Kolkata,Gurugram,Bhubaneshwar,Ahemdabad,Delhi ,Jalandhar,Patiyala,Jamshedhpur,chandigarah, rohtak
Job Description:
We are looking for a motivated and target-driven Relationship Manager to acquire and manage clients in the capital markets domain. The role involves growing SIP books, increasing AUM, and enhancing client relationships through quality financial advisory and service.
Key Responsibilities:
Acquire new clients and increase total AUM & SIP book.
Build and maintain strong client relationships.
Achieve branch business targets in assets, AUM, and SIPs.
Provide exceptional client service and investment guidance.
Requirements:
Graduate/Postgraduate in any stream (Finance background preferred).
Minimum 1 year of experience in capital markets.
NISM Series V(A) certification (mandatory); PMS/Insurance certifications are an added advantage.
Strong communication, relationship-building, and goal-oriented attitude.
Skills:
Client Relationship Management | Communication | Target Driven | Networking | Result Orientation