Senior Relationship Manager - Mutual Fund - AMC

- 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 involvement 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.

- 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 Initiative.

- Activating i online Accounts for corporates.

- Active networking with clients, competition and distributors to get market information.

- Timely information on the products to distributors.

- Ensure market share across clients and distributors as per organizational requirement.

- Adhering to compliance norms of the organization and Regulator.

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

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

- Closely coordinate with Operations in Following up on Fax Pending documents.

- New Client Acquisition and Inactive Client Activation: Acquire new clients and revive inactive clients to increase the client base and AUM. Follow up on leads provided by the Corporate Acquisition Team and convert them into clients. Client and Distribution Servicing: Manage existing clients and distributors, providing them with personalized service and support. Actively engage with clients to facilitate transactions and address their needs.

- Long-Term Relationship Development: Develop long-term relationships with key and potential distributors to generate repetitive business. Expand market share from both new and existing clients through proactive relationship management.

- Up-Sell and Cross-Sell Initiatives: Identify opportunities for up-selling and cross-selling across asset classes to both corporates and their promoters. Implement cross-sell initiatives to maximize revenue and enhance client satisfaction. Online Account Activation: Activate online accounts for corporates to facilitate digital transactions and improve convenience for clients.

- Networking and Market Information: Actively network with clients, competitors, and distributors to gather market information and insights. Provide timely updates and information on products to distributors to support their sales efforts.

- Compliance Adherence: Ensure adherence to compliance norms of the organization and regulatory requirements in all client interactions and transactions. Joint Meetings with Distributors: Participate in joint meetings with distributors and investors as needed to support business development efforts.

- Data Management and Review: Maintain data on market share and client information, reviewing it regularly to track performance and identify areas for improvement. Coordination with Operations: Closely coordinate with operations to follow up on pending documents and ensure smooth processing of client transactions.