Relationship Manager | Mutual Fund ( Asset)
- Waytogo Consultants
- 3 to 7 Yrs
- Raipur
- 11 months ago
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Job Description
- Expand Market Share from both new and existing clients and responsible for servicing. 1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals). 2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team. 3. Manage the existing clients and build AUM. 4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing clients. 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Expand Market Share from both new and existing clients and responsible for servicing. 7. Responsible for up-sell & cross sell across asset classes to both Corporates & its Promoters. 8. Responsible for Cross Sell Initiative with Group Synergy activity. 9. Activating i online Accounts for corporates. 10. Active networking with clients, competition and distributors to get market information. 11. Timely information on the products to distributors. 12. Ensure market share across clients and distributors as per organisational requirement. 13. Adhering to compliance norms of the organisation and Regulator. 14. Involved in meeting the investors on a joint call with the distributor (Need based with Distributors) 15. Maintain the data on market share and review it on regular basis. 16. Closely coordinate with Operations in Following up on Fax Pending documents.,
Employement Category:
Employement Type: Full timeIndustry: BFSIRole Category: Not SpecifiedFunctional Area: Not SpecifiedRole/Responsibilies: Relationship Manager | Mutual Fund ( Asset)Contact Details:
Company: Waytogo ConsultantsLocation(s): Raipur+ View Contact
Keyskills: Client Acquisition Client Servicing Asset Management Relationship Management Cross Selling Networking Compliance Market Analysis
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WAYTOGO Consultants Pvt Ltd is an organization providing Recruitment solutions and a wide suite of specialist services to our clients- from executive search, selection and specialist staffing to training, consulting and outsourcing in Banking, Insurance, other financial Services, Telecom and Manufac...
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