• Institutional Sales Role - BFSI Jobs in Pune,India

  • The Giant HR

Job Description:



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 ICICI Group Synergy activity

9 Activating i 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

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 21st Mar 2020

Key Skills:

Company Profile:

Not Mentioned

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