- Increase the total assigned SIP book from allocated and recent clients.
- Adding overall AUM by gathering assets from existing and new clients.
- Increasing the basket of clients having AUM.
- 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.
Job Requirements :
- 1-6 years of experience in field sales or related roles such as account opening, trading account management, or mutual funds sales.
- Strong understanding of SIP (Systematic Investment Plan) processes and ability to sell this product effectively.
- Excellent communication skills for building rapport with high net worth individuals (HNIs) and other key decision-makers.
📌 Business Development Relationship Manager (Ahmedabad)
🏢 Sharekhan
📍 Ahmedabad
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