-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.
- Activating i online Accounts for corporates.
- Timely information on the products to distributors.
- Ensure market share across clients and distributors as per organisational requirement.
- Adhering to compliance norms of the organisation 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
Didn’t find the job appropriate? Report this Job