Client Acquisition & Relationship Management:

• Identify and acquire institutional clients (corporates, SMEs, banks, FIs).
• Manage and deepen client relationships through regular interactions.

Investment Solutions & Product Offering:

• Provide clients with tailored investment products like mutual funds, bonds, and structured products.
• Work with research teams for joint calls and portfolio reviews.

Revenue Growth & Fee Income:

• Achieve targeted sales and revenue from customers/products.
• Undertake cross-selling to meet projected fee income goals.

Market Knowledge & Product Updates:

• Share market insights with clients, providing suitable investment solutions.
• Stay updated on competitor products and trends, reporting them periodically.

Compliance & Documentation:

• Adhere to policies, ensure thorough documentation (KYC/proposals).
• Collaborate with internal teams for smooth operations.

Customer Satisfaction:

• Ensure ethical practices in selling products.
• Address client grievances and ensure promises are met.

Skill Enhancement & Development:

• Engage in self-development through training and certifications to enhance financial sales skills.