Investment Relationship Manager

Direct Responsibilities:

Acquire new clients with a minimum benchmark of assets under management (AUM).

Grow the SIP (Systematic Investment Plan) book through new and existing clients.

Contributory Responsibilities:

Meet branch-level business targets for AUM, SIPs, and new client acquisition.

Enhance and maintain strong client relationships.

Ensure top-notch service delivery and client satisfaction.

Desired Candidate Profile

Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory)

Good verbal and written communication skills

Positive attitude with willingness to learn and grow in the financial sector

Freshers are encouraged to apply

Candidates with minimum 1 year of experience in mutual funds, broking, or wealth management

Freshers with good communication who are willing to work in broking industry are welcome

Interested candidates can share CV to or Whatsapp-

Job Classification

Industry: Financial Services (Broking)

Functional Area / Department: Sales & Business Development

Role Category: BD / Pre Sales

Role: Business Development Executive (BDE)

Employement Type: Freshers

Contact Details:

Company: Sharekhan

Location(s): Kollam