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Relationship Manager - Bank & Wealth Channel - Asset Management Firm

Relationship Manager - Bank & Wealth Channel - Asset Management Firm

DSP Eminence Consulting ServicesGujarat, India
30+ days ago
Job description
  • Responsible for building & maintain relationships with assigned Banks & Wealth partners to enable business growth in products like Mutual Funds, PMS, AIF & Passive Funds
  • Actively share product, market related information with assigned relationships.
  • Carry out huddles, group meetings, one on one meetings with assigned relationships in order to improve market share.
  • Achieve Assigned Sales Targets.
  • Ensure periodic coverage for all assigned relationships & ensure timely service
  • Carry out joint meeting with distribution partner clients.
  • Respond to escalated issues / complaints related to Banking operations
  • Stay updated on market trends, competitor strategies, and regulatory guidelines.
  • Conduct product presentations, training sessions, and investment discussions to enhance channel engagement.

    • (ref : iimjobs.com)

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    Relationship Manager • Gujarat, India

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