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.
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
Drive the business by targeting the corporate clients assigned (mid corporates)
Acquisition of current corporate clients
Handle investments of key leadership team of Aditya Birla Group
Build a solid 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.

Recent Client Acquisition
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.

📌 Relationship Manager Institutional Sales, Aditya Birla Amc Ahmedabad
🏢 Sun Life
📍 Ahmedabad