Relationship Manager - Institutional Sales

Accountability & Supporting Actions

Business Management and achieving the set target

• Drive the business by targeting the corporate clients assigned (mid corporates)
• Acquisition of new corporate clients
• Build a strong connect with target audience for maximizing the mind share and market share.
• Synergize with all relevant verticals for achieving the desired objective.
• Work on customized solution by offering Combo products.
• New Client Acquisition

Build strong Client Relationship

• Maintain excellent relationship with existing clients and expansion of key clients
• Ensuring high volume of business in the given location/segment to achieve the desired gross sales.
• Develop and maintain key new client base.

Compliance on all regulatory rules

• Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements
• Ensure all SEBI/AMFI rules and regulations are strictly complied.

Maintaining MIS & Reporting

• Update client ownership report every month regularly to state/centre head.
• Maintain New client MIS and report to State/centre head

Ensure corporate client database is updated regularly by sales support.