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Direct Relationship Manager

For a client of TeamLease Services Ltd
3,00,000 - 5,00,000 Per Year
Posted on 27 Dec 18
Job DescriptionLast Date 25 Feb 19

Core Responsibilities:

• Enhancing client wallet share to build AUM

• Increasing the depth of the relationship

• Provide client servicing by sharing relevant reports like CG statements, Profit statements

• Prevent client attrition

• Acquiring new clients through references, email campaign, SMS campaign and other activities

Day to Day Responsibilities:

• Reaching out to clients/investors.

• Understand and analyse the existing folios so as to recommend either a top up or diversification into a different asset class based on the client risk profile.

• Ensure adherence to regulatory framework

Key Deliverables

• Building AUMs through the right product mix and controlling net sales

• Building relationship with Key Clients without meeting them in person

• Preventing client attrition

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