07 Aug
|
Sharekhan
|
Mumbai
Role & responsibilities
• Acquiring recent clients with benchmark assets.
• Increase the total assigned SIP book from allocated and recent clients.
• Adding overall AUM by gathering assets from existing and recent 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.
📌 Investment Relationship Manager, Mumbai
🏢 Sharekhan
📍 Mumbai