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Boyen Haddin
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Institutional Business-RM

Institutional Business-RM

Boyen Haddin

9 - 14 years

13 - 18 Lacs

Kolkata Bengaluru

Posted:2 months ago| Platform:

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Skills Required

Relationship Management Referal Management Sales Mutual Funds Client servicing Business Development Corporate sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activting Non-Active clients to generate business. Responsible for New Client Acquisition and Inactive client activation Key Accountabilities Follow up/ Conversion on the leads shared by the Corporate Acquisition Team Active networking with clients, competition and distributors to get market information Timely information on the products to distributors Adhering to compliance norms of the organisation and Regulation Responsible for Client and distribution servicing & active involvment in hand holding the transactions with new and existing client Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients Internal Focus - Branch Relationship Executive External Focus - Banks, Financial Institutions,Corporate Clients, PF, Family Offices, Distributors Responsible in networking with the distributors, clients and competition to get the market information Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business Maintain the data on market share and review it on regular basis Responsible to train and inform about product updates to the distributors

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Institutional Business-RM