Relationship Manager - Mutual Fund

Key Responsibilities:

New Client Acquisition & Inactive Client Activation:

- Proactively acquire new clients through targeted strategies and outreach.

- Revive inactive client portfolios to generate new business opportunities.

Lead Follow-Up & Conversion:

- Convert leads provided by the Corporate Acquisition Team into active clients through consistent follow-up and engagement.

Client Management & AUM Growth:

- Manage existing client relationships to enhance and build their AUM.

- Provide personalized service and support to ensure client satisfaction and growth.

Client & Distribution Servicing:

- Actively support clients in their transactions and ensure smooth processing for both new and existing clients.

- Deliver high-quality service to meet client needs and expectations.

Long-Term Relationship Development:

- Establish and nurture long-term relationships with key distributors and potential partners to drive repeat business and market expansion.

Market Share Expansion:

Expand market share by targeting new clients and enhancing services to existing ones.

Ensure effective servicing to maintain and grow our market presence.

Up-Selling & Cross-Selling:

- Identify and execute opportunities for up-selling and cross-selling across various asset classes to corporate clients and their promoters.

Cross-Sell Initiatives:

- Implement strategic cross-sell initiatives to increase product uptake and enhance client portfolios.

Online Account Activation for Corporates:

- Facilitate the setup and activation of online accounts for corporate clients, ensuring a seamless process.

Networking & Market Intelligence:

Engage in active networking with clients, competitors, and distributors to gather market insights and stay informed of industry trends.

- Product Information Dissemination:

Provide timely and accurate product information to distributors to support their sales efforts and client interactions.

Market Share Management:

- Monitor and manage market share across clients and distributors, aligning with organizational goals and requirements.

Compliance Adherence:

- Ensure all activities adhere to organizational and regulatory compliance standards.

Joint Investor Meetings:

- Participate in joint meetings with distributors to address investor needs and provide tailored solutions as required.

Data Management & Review:

- Maintain and regularly review data related to market share and client interactions to evaluate performance and identify improvement areas.

Coordination with Operations:

- Work closely with the Operations team to follow up on pending documents and ensure timely processing of paperwork.

Qualifications:

- Bachelor's degree in Finance, Business, or a related field; advanced degrees or certifications (e. , CFA, CFP) are advantageous.

- Proven track record in client acquisition, relationship management, and AUM growth within the financial services industry.

- Strong understanding of financial products, asset management, and market dynamics.

- Excellent communication, negotiation, and interpersonal skills.

- Ability to work independently and collaboratively within a team.

- Proficiency in CRM systems and other relevant software tools