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.,