Relationship Manager - Client Acquisition | Investment Products

Role overview

This position focuses on bringing in new investment clients, expanding assets under management (AUM) and systematic investment plan (SIP) business, and strengthening long-term client relationships. The role also involves cross-selling relevant investment products, meeting business targets, and delivering customer-focused wealth solutions.

What the role involves

• Identify and onboard new clients for investment and broking products.
• Work to increase AUM and grow the SIP portfolio.
• Develop and maintain strong, ongoing client relationships.
• Recommend and cross-sell suitable investment offerings.
• Work toward assigned sales and business targets.
• Provide wealth management guidance with a focus on service quality.

Candidate profile

The ideal applicant is a graduate with 1 to 6 years of experience in broking, wealth management, banking, NBFC, or mutual funds. The role calls for a strong sales mindset, client acquisition capability, understanding of AUM and SIP concepts, and effective communication skills.

About the company

Mirae Asset Sharekhan, previously known as Sharekhan, is one of India’s well-known full-service stock broking firms. Established in 1995, it provides services across equity trading, mutual funds, derivatives, and portfolio management.