Direct 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 current 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 Surat
🏢 Sharekhan
📍 Surat
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