Direct Responsibilities
- Acquiring new clients with benchmark assets.
- Increase the total assigned SIP book from allocated and current 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.
- NISM5A is Mandatory
Interested can share CV to
[email protected]
📌 Investment Relationship Manager / New client Acquisition / BDRM (Mumbai Suburban)
🏢 Sharekhan
📍 Mumbai Suburban