Talent.com
Client Relationship Manager - Asset Management
Client Relationship Manager - Asset ManagementNeo Wealth and Asset Management • Kolkata, West Bengal, India
Client Relationship Manager - Asset Management

Client Relationship Manager - Asset Management

Neo Wealth and Asset Management • Kolkata, West Bengal, India
6 hours ago
Job description

Role : AMC Institutional Sales

Summary : We're looking for a dynamic Sales professional for Mumbai region who will be responsible for developing and executing the sales strategy in alignment with the company's overall goals. Incumbent’s role involves managing key client relationships and driving growth in assets under management (AUM) within the assigned region. The ideal candidate should have a deep understanding of the asset management industry, a proven track record in sales leadership, and strong regional market knowledge.

Job Responsibilities :

Sales Strategy & Execution :

  • Develop and implement a comprehensive sales strategy for the said regions to achieve AUM targets.
  • Identify and pursue new business opportunities, including expansion into new markets within the regio
  • Monitor market trends, competitive landscape, and client needs to adjust sales strategies accordingly

Client Relationship Management :

  • Develop and maintain strong relationships with key clients, including institutional investors, financial advisors, and high-net-worth individuals
  • Ensure high levels of client satisfaction through regular engagement and delivering value-added services
  • Revenue Growth & AUM Expansion :

  • Drive revenue growth by increasing sales of the company’s asset management products and services
  • Focus on increasing AUM through strategic initiatives, including new client acquisition and cross-selling to existing clients
  • Reporting & Analysis :

  • Prepare regular sales reports, forecasts, and performance analyses for senior management
  • Use data-driven insights to make informed decisions and adjust strategies as needed
  • Compliance & Risk Management :

  • Ensure all sales activities are compliant with regulatory requirements and company policies
  • Work with the compliance team to stay updated on regulatory changes that may impact sales processes or client relationships
  • Academic Qualification and Experience :

  • Qualification Essential : MBA / CA / CFA
  • 1- 4 years of experience in Asset Management or Financial Services
  • Industry Knowledge, Competency and Skills requirement :

  • Proven track record of achieving sales targets and driving revenue growth in the regional role
  • Strong leadership ad team management skills
  • Deep understanding of financial products, investment strategies, and asset management industry
  • Excellent in Communication, Negotiation and Interpersonal skills
  • Strategic thinker with strong analytical and problem-solving skill
  • Ability to build and maintain strong client relationships
  • Knowledge of regional market
  • Create a job alert for this search

    Client Relationship Manager • Kolkata, West Bengal, India

    Related jobs
    Contract Lifecycle Manager

    Contract Lifecycle Manager

    ORO Labs • Kolkata, IN
    ORO Labs is an agentic procurement orchestration company on a mission to humanize the procurement experience.Founded in 2020 by former SAP Ariba product leaders, ORO delivers effortless user experi...Show more
    Last updated: 14 days ago • Promoted
    NR Business Specialist

    NR Business Specialist

    Bandhan Bank • Greater Kolkata Area, India
    Job description – NR Business Specialist.Need detailed understanding of NRI & remittance business.Client relationship management. Strong interpersonal skills to build and maintain high trust and lon...Show more
    Last updated: 1 day ago • Promoted
    Credit Manager

    Credit Manager

    Oyster HR — Global Remote Team • Kolkata, IN
    Job Opportunity : Credit Manager (Part-Time).Oyster HR — Global Remote Team.At Oyster HR, we partner with leading global businesses to help them hire, manage, and empower talent anywhere in the worl...Show more
    Last updated: 12 days ago • Promoted
    Team Lead BD (Forex & CFD)

    Team Lead BD (Forex & CFD)

    PU Prime • Kolkata, IN
    The Business Development Manager will be responsible for generating sales and driving revenue growth by offering CFD, Forex products and services. This role involves identifying new sales opportunit...Show more
    Last updated: 15 days ago • Promoted
    AVP - Third Party Risk Management

    AVP - Third Party Risk Management

    Mashreq • Kolkata, IN
    The incumbent supports the VP – Operational Risk, Head of TPRM in directing and leading the Group-wide (including subsidiaries and international branches) strategic development and implementation o...Show more
    Last updated: 1 day ago • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers Ltd • Kolkata, West Bengal, India
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager - Advisory

    Relationship Manager - Advisory

    SkillLabs • Kolkata, WB, India
    Quick Apply
    Roles and Responsibilities : Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance por...Show more
    Last updated: 7 days ago
    Industry Experts

    Industry Experts

    Thinking Bridge • Kolkata, IN
    Industry Experts (2+ Years Experience).Thinking Bridge : Training & Recruitment Platform for Finance Professionals.Weekends Only [Part-Time / Freelancing]. We’re looking for professionals who are str...Show more
    Last updated: 9 hours ago • Promoted • New!
    Analyst (Investment Banking / Buy-Side Experience Required)

    Analyst (Investment Banking / Buy-Side Experience Required)

    Arcana • Kolkata, IN
    Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.We’re rethinking the tools institutional investors rely on—and we’re hiring analys...Show more
    Last updated: 30+ days ago • Promoted
    Assistant Manager Finance

    Assistant Manager Finance

    TBO.COM • Kolkata, IN
    TBO is a global platform that aims to simplify all buying and selling travel needs of travel partners across the world.The proprietary technology platform aims to simplify the demands of the comple...Show more
    Last updated: 23 days ago • Promoted
    SMIFS - Manager - Client Relationship

    SMIFS - Manager - Client Relationship

    Smifs Limited • Kolkata, India
    Client Relationship Management and Engagement - Build and maintain robust professional relationships with both prospective new clients and existing portfolio accounts.Act as th...Show more
    Last updated: 30+ days ago • Promoted
    Manager - Trade Operations

    Manager - Trade Operations

    Delta Exchange • Kolkata, IN
    Delta Exchange is a dynamic and rapidly growing crypto exchange that specializes in facilitating derivatives trading, with a primary focus on Options trading. We are India’s largest and world’s 2nd ...Show more
    Last updated: 23 days ago • Promoted
    Systematix Group - Relationship Manager

    Systematix Group - Relationship Manager

    Systematix Group • Kolkata, India
    About the Company : - Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities,...Show more
    Last updated: 30+ days ago • Promoted
    Business Development Manager (US Staffing Services)

    Business Development Manager (US Staffing Services)

    Integration International Inc. • Kolkata, IN
    Only candidates with proven experience in.Direct clients / MSP Experience.Applicants from other industries are requested. A brief introduction about our company.Integration InfoTech India P Ltd.We a...Show more
    Last updated: 30+ days ago • Promoted
    Manager - FP&A

    Manager - FP&A

    DNA Growth • Kolkata, IN
    Working Days : 2 working Saturdays, rest five days a week.Shift Timing : 11 am to 8 pm IST.DNA Growth is a leading professional services firm that offers business planning and virtual CFO solutions t...Show more
    Last updated: 9 hours ago • Promoted • New!
    IT Service Management

    IT Service Management

    ISG (Information Services Group) • Kolkata, IN
    Wanted : dynamic and creative individuals ready to connect with a like-minded team.You’ll enjoy all the autonomy you need to help our clients make their digital infrastructure faster and more effect...Show more
    Last updated: 21 days ago • Promoted
    Principal Portfolio Manager

    Principal Portfolio Manager

    Artha Group • Kolkata, IN
    Artha Group is a performance-first investment house managing ₹1,500 crores across domestic and international investment vehicles, including Category I & II AIFs, LLPs, and Private Limited companies...Show more
    Last updated: 11 days ago • Promoted
    Client Researcher

    Client Researcher

    72 Dragons • Kolkata, IN
    Dragons is a global company that caters to multiple sectors.There are 3 sectors in our company : Art, Film, and Health.Dragons provides social media services and film production services to the heal...Show more
    Last updated: 7 days ago • Promoted