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Waytogo Consultants
2 months ago
Relationship Manager - Mutual Fund (AMC)
Waytogo Consultants
3 to 7 Yrs
- Regular
- Job Details
Job Details
- 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.,
Other Details
- Industry BFSI
- Recruiter Details Waytogo Consultants
- Job Tags mutual funds
- Job Type Full time
Key Skills
Recruiter Details
- Waytogo Consultants
- Dhanbad
- hidden_email
- hidden_mobile
Company Details
Waytogo Consultants
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