Senior Manager - Mutual Fund

New Client Acquisition and Inactive Client Activation:

- Focus on acquiring new clients and reactivating inactive clients (Dead Folio Revivals).

- Convert leads provided by the Corporate Acquisition Team into active clients.

Client and Distribution Servicing:

- Manage existing clients and ensure their needs are met.

- Handhold new and existing clients through their transactions.

- Build and maintain long-term relationships with key distributors to ensure continuous business.

Asset Under Management (AUM) Growth:

- Strategize to increase AUM by expanding market share from both new and existing clients.

- Implement up-sell and cross-sell strategies across asset classes to corporates and their promoters.

Market Expansion and Networking:

- Actively network with clients, competitors, and distributors to gather market intelligence.

- Provide timely information on products to distributors to facilitate better client engagement.

Compliance and Regulatory Adherence:

- Ensure adherence to organizational compliance norms as well as regulatory requirements.

Operational Coordination:

- Coordinate closely with operations teams, especially regarding document follow-ups and client account activations.

Joint Meetings and Reviews:

- Participate in joint client meetings with distributors as needed to address client needs and enhance relationships.

Data Management and Analysis:

- Maintain data related to market share and regularly review performance metrics to inform strategic decisions