- Ownership of the Asset Gathering Target of the location
- 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 recent 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
- Net large client growth (clients >50 lacs INR Assets)
- Product Activation PMS / AIF