.Responsible for acquiring new clients and maintaining current relationships
2.Expand market share and build the AUM for all existing and new clients
3.Ensure that we get required amount of market share from existing relationships as per Organisational requirement
4.Managing distribution channel and expand market share
5.Responsible for up-selling of various products and build the revenue
6.Involved in meeting the investors on a joint call with the distributor
7.Responsible for Client and distribution servicing
8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business
9.Need to have active involvement in handholding the transactions with the new and existing clients
10.Adhering to compliance norms of the organisation and Regulator
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
13.Maitain the data on market share and review it on regular basis
For more details call or what's app at -9917283***
Or send your updated resume at- aa****l@av************g.com
Keyskills: wealth burgundy capital NRI Portfolio Management Services affluent mutual fund Uhni high networth XXI Family Office Elite securities NISM premia PMS imperia Investment Advisory Investment Aif