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Sundaram Asset Management Company
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Relationship Manager - Institutional Channel

Relationship Manager - Institutional Channel

Sundaram Asset Management Company

5 - 12 years

7 - 14 Lacs

Kolkata New Delhi

Posted:1 month ago| Platform:

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Skills Required

Excel Relationship Client acquisition Management Powerpoint

Work Mode

Work from Office

Job Type

Full Time

Job Description

Managed relationship development and new client acquisition for MSMEs, SMEs, and family office. Acquired new institutional clients and reactivated dormant relationships. Monitored companies and promoters for cash/fund flows using various resources. Strengthened existing relationships to build a long-term asset base. Increased market share and revenue from assigned client relationships. Conducted meetings with clients and institutional brokers to understand their needs and recommend suitable products. Provided clients with regular updates on market developments and fund house perspectives. Created reports and business proposals using Excel and PowerPoint.

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Sundaram Asset Management Company

Financial Services

Chennai

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Relationship Manager - Institutional Channel