Senior Relationship Manager

1 week ago

Chennai, Tamil Nadu, India beBeeRelationship Full time

This role is for an experienced Senior Relationship Manager at a top Asset Management firm. The primary focus is to acquire new clients, manage existing relationships, and increase the company's Assets Under Management (AUM) and market share.

Key Responsibilities
  • New Client Acquisition and activating inactive clients to generate business.
  • Follow up on leads from the Corporate Acquisition Team to drive conversions.
  • Ensure market share across clients and distributors aligns with organizational requirements.
  • Responsible for client and distributor servicing, including handholding transactions for both new and existing clients.
  • Develop long-term relationships with key and potential distributors to generate repeat business.
  • Actively network with clients, competitors, and distributors to gather market information.
  • Provide timely product information and training to distributors.
  • Maintain and regularly review data on market share.
Skills & Qualifications
  • A minimum of 4 years of experience handling HNI, UHNI, NRI, and Priority clients.
  • Experience in Institutional Sales within the Mutual Funds industry is required.
  • Strong skills in client acquisition, relationship management, and business development.
  • The ability to network effectively and stay informed about market trends.
  • A strong understanding of the Mutual Funds sector.
Benefits

This role offers opportunities for career advancement and professional growth in a dynamic and fast-paced environment. As a Senior Relationship Manager, you will have the chance to develop your skills and expertise, and make a significant impact on the company's success.

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