- Acquiring and retaining new clients and HNIs. and client base for fixed income MF business
- Activating clients for trading post acquisition.
- Responsible for locating potential sales leads through market research and following up to convert leads into business relationships.
- Leverage on market opportunities and develop new client relationships and accounts
- Generating innovative ideas for new client acquisition
- Leverage on market opportunities and develop new client relationships and accounts
- Generating innovative ideas for new client acquisition
- Cross selling of financial products like Mutual Fund, Insurance etc.
- Identifying customer needs, assessing their appetite and providing them investment options.
- Proactively identify sales prospects and conduct business development activities
- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
- Portfolio management of customers between identified thresholds.
- Upsell and up tier customers to higher variant of products and services
- Follow up on recent leads and referrals to generate business
- Aggressive Sales call plans to acquire large prospective customers through referrals.
- Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions)
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- Manage the portfolio to de-risk against attrition and achieve stability of book.