Senior Manager - Mutual Fund - AMC

Job Summary:

- As a Senior Manager for a Mutual Fund Asset Management Company (AMC), your primary focus will be on acquiring new clients, reviving inactive accounts, and managing existing client relationships to build Assets Under Management (AUM).

- You will be responsible for client servicing, expanding market share, and ensuring compliance with organizational and regulatory standards.

- You will also play a key role in up-selling and cross-selling mutual fund products and services to both corporate clients and individual distributors.

Key Responsibilities:

Client Acquisition and Activation:

- Drive new client acquisition and reactivate inactive accounts (Dead Folio Revivals).

- Follow up on leads provided by the Corporate Acquisition Team and convert them into active clients.

Client and Distribution Management:

- Manage relationships with existing clients, focusing on building and expanding AUM.

- Provide comprehensive client and distribution servicing, including hand-holding transactions for new and existing clients.

- Develop long-term relationships with key and potential distributors to generate repeat business.

Market Share Expansion:

- Increase market share by acquiring new clients and servicing existing ones.

- Actively network with clients, competitors, and distributors to gather market information and identify opportunities.

Sales and Cross-Selling:

- Implement strategies for up-selling and cross-selling mutual fund products across different asset classes to corporates and their promoters.

- Initiate cross-sell initiatives to maximize revenue from existing clients.

Account Management:

- Facilitate the activation of online accounts for corporate clients.

- Ensure timely dissemination of product information to distributors.

Compliance and Coordination:

- Adhere to compliance norms as per organizational policies and regulatory requirements.

- Maintain and review data on market share and client portfolios regularly.

- Closely coordinate with Operations to follow up on pending documents.

Joint Investor Meetings:

- Participate in joint meetings with distributors to address investor needs and provide support where necessary.

Qualifications:

- Proven experience in relationship management within the mutual fund or asset management industry.

- Strong understanding of mutual fund products and market dynamics.

- Excellent communication, interpersonal, and networking skills.

- Experience in managing and expanding AUM and client portfolios.

- Ability to effectively follow up on leads and convert them into clients.

- Knowledge of regulatory compliance and operational processes.

- Relevant certifications or qualifications in finance, mutual funds, or investment management (e. , AMFI certification) are preferred