Connect with IFAs (independent financial advisors) to revenue out of different financial products. These IFAs are already customers for MF asset class.
Sourcing recent acqusition opportunities from outbound calls? lead generation/approaching ifa and closing deals.
support operational issues related to different assets.strengthen relationship with existing IFAs to generate business and identify prospects to cross sell.
Be a value team player, provide support and pave way for overall growth.