Client acquisition and Business generation for LAS
Duties And Responsibilities
PRINCIPAL ACCOUNTABILITIES
(Accountabilities associated with the job)
Responsible for developing present and surrounding locations for LAS
Develop and manage the book and deliver Net AUM growth
Enhance customer engagement regularly and provide wow customer experience
Acquire current clients
Drive multi product cross-sell and generate fee income
Risk maintenance for clients
Maintain the required pricing, revenue generation
Initiate visibilities in cities where our visibility is low
MAJOR CHALLENGES
(Challenges faced on an on-going basis in carrying out the job)
None
DECISIONS
(Key decisions taken by job holder at his/her end)
Is the customer genuine or not?
How to service the clients?
What rate to give to clients and channel partners?
INTERACTIONS
(Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job)
Internal Clients
Roles you need to interact with inside the organization to enable success in your day to day work
Manager & Team members
Other product / business teams for cross sell
Operations & Product teams
External Clients
Roles you need to interact with outside the organization to enable success in your day to day work
(Key numerical data which will reflect the scope and scale of activities concerning this job)
Financial Dimensions
(These should be quantifiable numerical amounts)
NET AR book building
Acquire fresh clients every month
Other Dimensions
(Significant volume dimensions associated with the job)
Total Team Size: 0
Number of Direct Reports: 0
Number of Indirect Reports: 0
Number of Outsourced employees: 0
Number of locations: 1 + all surrounding
Number of products: 1 (LAS) + Multiple cross sell products + IPO
Required Qualifications And Experience
SKILLS AND KNOW
📌 Area Manager (Ahmedabad)
🏢 Bajaj FinServ
📍 Ahmedabad
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