- Acquire recent high-net-worth clients for LAS (Loan Against Securities) products.
- Deepen relationships with existing clients by understanding their financial needs.
- Pitch customized LAS solutions and guide clients through the application and disbursement process.
- Liaise with internal credit, operations, and legal teams to ensure smooth onboarding and documentation.
- Ensure compliance with regulatory and internal policies during client onboarding and servicing.
- Monitor the LAS portfolio, including margin calls, renewals, and interest collections.
- Achieve monthly/quarterly business targets for revenue, disbursement, and client acquisition.
- Stay updated with market trends and competitor offerings to provide the best advisory to clients.
Key Skills:
- Strong understanding of LAS products and financial markets.
- Excellent relationship management and communication skills.
- Sales-oriented mindset with target-driven approach.
- Good negotiation and interpersonal skills.
- Sound knowledge of regulatory requirements and KYC norms.