Job Description

Department/ Circle:- Digital Circle Grade:- Manager / Senior Manager Type of Vacancy:- New No. of Vacancies:- 6 Job Title:- IRM (Investment Relationship Manager) Reporting Authority:- IRM Lead Roles and Responsibilities ⨀ Recommend investment products and services as per the needs of the customer ⨀ Work with the Digital Relationship Manager to deliver sales targets ⨀ Face to Face Meetings with customers to suggest appropriate investment ⨀ Closure of the Leads passed by the Digital RM ⨀ Deepening the client relationship through investment relationship solutions ⨀ Ensure follow-through with customers and referral prospects ⨀ Solicit clients actively via referrals, as part of the self target ⨀ Source Savings Account was required as part of the overall annual target Academic Qualifications Required:- MBA/M. Com/Post-Graduate Diploma in Management from an established Business School/University) Professional Relevant Work Experience Required:- 4-5 years of experience, preferably as an Investment Manager. No. of Years of Relevant Work Experience:- 3 yrs