Career Consultant at TeamLease Consultant
Views:110 Applications:22 Rec. Actions:Recruiter Actions:11
Manager - Sales - Mutual Funds (5-12 yrs)
- Managing the relationship with banks /NDs
- Generating net sales AUM in PMS, MF and AIF products through their individual, NRI, HUF, corporate and non-individual clients.
- Maintaining AUM market share for products across banks.
- Engaging with bankers through daily meetings, team huddles, and social engagement activities outside the office.
- Regular updating of the market and stock-wise happenings, changes by SEBI in guidelines and communicating the same to all associates.
- Ensuring regular update and regular engagement activities.
- Dashboard updation.
- Conducting quarterly portfolio reviews and generating additional business from existing clients and upscaling them in same or other PMS/MF products.
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