Top Asset Management Company·1 month ago
1 month ago
Acquisition Relationship Manager - Mutual Fund (Manager)
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What you'll do
- Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals).
- Follow up / Conversion on the leads shared by the Corporate Acquisition Team.
- Manage the existing clients and build AUM.
- Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing clients.
- Take steps for development of long-term relationship association with the key potential distributors in order to generate repetitive business.
- Expand Market Share from both new and existing clients and responsible for servicing.
- Responsible for up-sell & cross sell across asset classes to both Corporates & its Promoters.
- Responsible for Cross Sell Initiative with Group Synergy activity.
- Activating i online Accounts for corporates.
- Active networking with clients, competition and distributors to get market information.
- Timely information on the products to distributors.
- Ensure market share across clients and distributors as per organizational requirement.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals).
- Follow up / Conversion on the leads shared by the Corporate Acquisition Team.
- Manage the existing clients and build AUM.
- Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing clients.
- Take steps for development of long-term relationship association with the key potential distributors in order to generate repetitive business.
- Expand Market Share from both new and existing clients and responsible for servicing.
- Responsible for up-sell & cross sell across asset classes to both Corporates & its Promoters.
- Responsible for Cross Sell Initiative with Group Synergy activity.
- Activating i online Accounts for corporates.
- Active networking with clients, competition and distributors to get market information.
- Timely information on the products to distributors.
- Ensure market share across clients and distributors as per organizational requirement.
- Adhering to compliance norms of the organization and Regulator.
- Involved in meeting the investors on a joint call with the distributor (Need based with Distributors).
- Maintain the data on market share and review it on regular basis.
- Closely coordinate with Operations in Following up on Fax Pending documents.
Company
Top Asset Management Company
Hyderabad, India
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