Investment Relationship Manager / New Client Acquisition (Mangalore)

Investment Relationship Manager / New Client Acquisition (Mangalore)

20 Aug
|
Sharekhan
|
Mangalore

20 Aug

Sharekhan

Mangalore

Role & responsibilities

- Acquire new clients and drive growth through the mobilization of benchmark assets.
- Expand the assigned SIP (Systematic Investment Plan) portfolio by onboarding new clients and strengthening relationships with existing clients.
- Increase overall Assets Under Management (AUM) by sourcing investments from both current and existing clients.
- Enhance the client base by increasing the number of clients contributing to the AUM portfolio.

Preferred candidate profile

- Graduate/Post Graduate in any discipline with knowledge of capital markets.
- NISM Series V-A (Mutual Fund Distributors Certification)

Interested candidate can share their CVs on mail id [email protected] or Whataspp-(phone hidden)

📌 Investment Relationship Manager / New Client Acquisition (Mangalore)
🏢 Sharekhan
📍 Mangalore

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