Investment Relationship Manager

Location: New Delhi (Delhi)

Job Overview

Experience: 0 - 01 Years

Salary: 25000-30000 INR CTC Per Month

Gender: Both Male & Female

Function: Banking/Insurance

Job ID: 78773

Post Live On: Aug 10, 2026

Valid Upto: Sep 09, 2026

Job Type: Full Time

PWD: No

Primary Qualification

Qualification:
Graduate

Course:
Any Graduate

Specialization:
Any Graduate

Additional Info

Open to Hire Local Candidates:
Any State

Working Hours:
Day

Accomodation:
Not Provided

Mandatory Requisite:
None,

Job Description

Job Summary :

We are looking for a dynamic and customer-focused Investment Relationship Manager to join Sharekhan in Delhi. The ideal candidate will be responsible for managing existing client relationships while also contributing to new client acquisition and business growth.

Company: Sharekhan

Key Responsibilities

  • Manage and service existing clients.
  • Handle client requirements related to Stocks and Mutual Funds.
  • Maintain strong and long-term client relationships.
  • 80% Client Servicing & 20% Client Acquisition.
  • Work on company-provided leads for new client acquisition.
  • Identify opportunities for cross-selling and business growth.
  • Achieve assigned business and client relationship targets.


Requirements

  • Good communication and interpersonal skills.
  • Good command of Hindi.
  • Good grasp of the local language.
  • Graduate in any discipline.
  • Interest in the BFSI/financial services industry.


Training

  • 1st Month: Product Training
  • 2nd Month: On-the-Job Training
  • 3rd Month onwards: Full job responsibilities start.
Company Info

Company: Ascent Academy of Training and Development Pvt. Ltd.

Type: Logistics

Contact Person: Saibal Roy

Email: sxxxxx@ascentacademy.net

Phone: 98xxxxx52

Website: https://ascentacademy.net/

Address: Plot No. 4, Lane No. 2, West End Marg, Saket, New Delhi – 110030, INDIA