Job Title: Investment Relationship Manager / BDRM

Location: Mumabi & Goa
Experience: 1+ Year
Industry: Financial Services / Capital Markets

Job Description

We are looking for a dynamic and result-oriented professional to join our team as a Relationship Manager / Investment Advisor.

Key Responsibilities:
- Acquire new clients and generate leads for Demat account openings.
- Promote SIPs (Systematic Investment Plans), mutual funds, and other investment products.
- Build and maintain strong relationships with recent and existing clients.
- Increase Assets Under Management (AUM) through client acquisition and investment mobilization.
- Achieve business targets for account openings, SIP registrations, and investment sales.
- Provide investment-related guidance and support to clients.

Eligibility Criteria:
- Graduate/Post Graduate in any discipline.
- Minimum 1 year of experience in Capital Markets, Financial Services, Broking,




- NISM Series V-A (Mutual Fund Distributors Certification) and a valid EUIN Number are mandatory.
- NISM Series XXI-A (PMS Distributors Certification) will be an added advantage.
- Strong communication, sales, and client relationship management skills.
- Good understanding of capital market and investment products.

What We Offer:
- Attractive incentives and growth opportunities.
- Opportunity to work with a growing financial services team.
- Professional development and learning opportunities.

Apply now and be a part of our growth journey

Interested candidate can share their CVs on mail id - [email protected]

Pay: ₹158,708.63 - ₹600,000.00 per year

Education:
- Bachelor's (Preferred)

Experience:
- Demat account opening: 1 year (Required)
- Broking: 1 year (Preferred)

Work Location: In person

📌 BDRM/Investment Relationship Manager (Matunga)
🏢 Sharekhan
📍 Matunga