Roles and Responsibilities :

- Acquire new clients and manage existing relationships to increase Assets Under Management (AUM) and gather assets from both old and new clients.

- Enhance client relationships and boost the number of clients holding AUM.

- Increase the assigned SIP book from both allocated and new clients.

- Achieve assigned targets for branch operations in terms of assets, AUM, and SIP.

- Ensure high-level service delivery to clients and maintain strong customer satisfaction.

- Develop and implement strategies to enhance client engagement and retention.

Job Requirements :

- At least 2 years of sales experience in BFSI.

- Solid knowledge of investment products, Demat, Mutual Funds, Financial Markets, and Insurance.

- Proven ability to drive revenue growth through effective relationship management.

- Excellent communication and interpersonal skills.

- Ability to work in a fast-paced environment and meet sales targets.

- Strong analytical and problem-solving skills

📌 Business Development Relationship Manager (Amritsar)
🏢 Sharekhan
📍 Amritsar