Sales Executive

Job Title: Investment Relationship Manager Date: 23rd July 2025 Department: Branch business Location: Branch/Regional Office Sub Department BusinessDevelopment Relationship Manager Reports to: (Direct) Branchmanager Grade: (if applicable) E2 – E9 (Functional) People Management Responsibility (Y/N) N NumberofDirect Reportees: NA Position Purpose To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Responsibilities Direct Responsibilities  Acquiring newclients with benchmark assets.  Increase the total assigned SIP book from allocated and new clients.  Adding overall AUM by gathering assetsfrom existing and new clients.  Increasing the basket of clients having AUM. Contributing Responsibilities  Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the clientrelationship.  Ensuring the highest level ofservice to the clien