Relationship Manager B2B
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. Internal Focus - Branch Relationship Executive, External Focus - Banks, Financial Institutions,Corporate Clients, PF, Family Offices, Distributors
1. Responsible for New Client Acquisition and Inactive client activation
2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team
3. 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
4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with new and existing clients
5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business
6. Active networking with clients, competition and distributors to get market information
7. Timely information on the products to distributors
8. Adhering to compliance norms of the organisation and Regulator
9. Involved in meeting the investors on a joint call with the distributor as per need,active involvment in handholding the transactions with the new and existing clients
10. Maintain the data on market share and review it on regular basis
11. Responsible in networking with the distributors, clients and competition to get the market information
12. Responsible to train and inform about product updates to the distributors