Job Views:  
87
Applications:  47
Recruiter Actions:  0

Job Code

1447944

Relationship Manager - Wealth Services

3 - 5 Years.Mumbai
Posted 2 months ago
Posted 2 months ago

About the job:

1. 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 involvment 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

6. 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.

- 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.

12. Ensure market share across clients and distributors as per organisational requirement.

13. Adhering to compliance norms of the organisation and Regulator.

14. Involved in meeting the investors on a joint call with the distributor (Need based with Distributors)

15. Maintain the data on market share and review it on regular basis.

16. Closely co-ordinate with Operations in Following up on Fax Pending documents

Didn’t find the job appropriate? Report this Job

Job Views:  
87
Applications:  47
Recruiter Actions:  0

Job Code

1447944

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow
Apply on the go!

Download the iimjobs app to
apply for jobs anywhere, anytime

apple

Download on

App Store

playStore

Get it on

Google Play

appPromoQr

Scan to Download