Key Responsibilities:
Drive efforts to acquire new clients and reactivate dormant accounts (Dead Folio Revivals).
Pursue and convert leads provided by the Corporate Acquisition Team into clients.
Manage existing client relationships to build and enhance AUM.
Provide comprehensive support for transactions with both new and existing clients.
Actively engage in servicing and managing client needs.
Foster and maintain long-term relationships with key and potential distributors to encourage repeat business.
Increase market share through new client acquisition and by enhancing service to existing clients.
Identify and act on opportunities to up-sell and cross-sell products to both corporate clients and their promoters.
Engage in active networking with clients, competitors, and distributors to gather and leverage market information.
Provide distributors with up-to-date information on products.,