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) and valid EUIN Number mandatory.
- NISM Series XXI-A (PMS Distributors Certification) will be an added advantage.
- Minimum 1+ year of experience in capital markets or financial services.
Interested candidate can share their CVs on mail id
[email protected]
📌 BDRM/ Investment Relationship Manager (Mumbai)
🏢 Sharekhan
📍 Mumbai