Ownership of the Asset Gathering Target of the Zone & assigned territory
- Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.
- Increasing AUM of the location
- Penetration of existing client base for creating new investors in MF/Investments from existing client base
- Ensuring better client experience both by qualitative and quantitative interventions
• Assist in investment portfolio asset allocation of customers
- Portfolio Monitoring/Review
- Reallocation of portfolios as and when required for risk management or sales opportunities.
- Coach Asset RM and Business Development RM teams on latest products
• Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis
- Client Calls (along with RMs)
to educate provide details and source investment in these products
- Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same
- Product Activation PMS / AIF
Preferred candidate profile
Excellent knowledge about the diverse investment products and well updated with the market information
- Ability to co-ordinate with different teams
- Strong analytical skills to interpret business information
- Solid communication C written skills
- Fluency in local language is an added advantage
- Excellent interpersonal skills and team management skills
- Should be a good team leader
- Highly self motivated