- Handling Direct sales team for Mutual funds, Insurance, FD within the assigned region.
- Generating mutual fund, Insurance business through direct sales team of Relationship Managers.
- Increasing overall Mutual Fund AUM
- To plan & implement training on modules for investment planning & impart product knowledge via onsite workshops and conference training through area team.
- Ensure periodic Portfolio review & counselling for high-end and Select Clients is conducted.
Preferred candidate profile
To mutual funds, fixed deposits, & other financial products business to existing set of customers, recent customer acquisition through corporate and BTL activities in the assigned geography.