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Waytogo Consultants

Mutual Funds Relationship Manager

Early Applicant
  • 5 months ago
  • Be among the first 50 applicants

Job Description

  1. Responsible for New Client Acquisition and Inactive client activation

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 involvment 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 bank Synergy activity.

9. Activating i online Accounts for corporates.

10. Active networking with clients, competition and distributors to get market information.

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Skills Required

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Date Posted: 14/06/2024

Job ID: 81710871

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