Senior Consultant at Waytogo Consultant
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Wealth Manager - Sales - Mutual Fund (5-12 yrs)
1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals).
2. Follow up/Conversion on the leads shared by the Corporate Acquisition Team.
3. Manage the existing clients and build AUM.
4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the 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. Expand Market Share from both new and existing clients and responsible for servicing.
7. Responsible for up-sell & cross sell across asset classes to both Corporates & its Promoters.
8. Responsible for Cross Sell Initiative with Group Synergy activity.
9. Activating online Accounts for corporates.
10. Active networking with clients, competition and distributors to get market information.
11. Timely information on the products to distributors.
12. Ensure market share across clients and distributors as per organizational requirement.
13. Adhering to compliance norms of the organization and Regulator.
14. Involved in meeting the investors on a joint call with the distributor (Need based with Distributors)
15. Maintain the data on market share and review it on regular basis.
16. Closely co-ordinate with Operations in Following up on Fax Pending documents.
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