- Responsible for achieving business targets set for self from the allotted customer base.
- Develop and maintain robust relationships with allotted clients through proactive advisory and prompt support services.
- Provide clients with high-quality service and ensure timely resolution of their queries and requirements.
- Promote the company's products and services to existing and prospective clients.
- Ensure that all quality parameters are met and the required TAT (Turnaround Time) for responding to customers is maintained.
- Understand client requirements and provide suitable product information and service support.
- Promote and cross-sell the company's financial products, including:
- Equity
- Derivatives
- Commodity
- Mutual Funds (MF)
- PMS
- PAS
- Debt Products
- Insurance
- Ensure that all cross-selling products available at the branch are actively marketed,
irrespective of their weightage in the goal sheet or incentive policy.
- Be responsible for systematic trading, collections, and risk management for clients mapped under the RM.
- Ensure systematic trading, collections, and risk-related activities are executed effectively at the micro level for mapped clients.
- Identify opportunities to increase client engagement, business volumes, and product penetration.
- Maintain regular contact with clients and provide timely market/product-related support as per company guidelines.
- Ensure compliance with company policies, processes, and applicable regulatory requirements.
- Maintain accurate client records and ensure timely completion of required documentation and processes.