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Investment Relationship Manager @ Sharekhan

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 Investment Relationship Manager

Job Description


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 vi*********v@br***h.sharekhan.com or Whatsapp-7338112***

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): Bengaluru

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Keyskills:   Mutual Funds Client Acquisition Demat Account Mutual Funds Sales SIP Account Opening New Client Acquisition Client Onboarding Cross Selling Equity Sales Revenue Generation

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₹ -5 Lacs P.A

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Sharekhan

Founded in 1995, Sharekhan was one of the first brokers to introduce online trading in India. With a client base of over 31 lakhs, 120+ branches, and 4400+ business partners, Mirae Asset Sharekhans full-service model is Designed for the Serious. What differentiates Mirae Asset Sharekhan from disco...