Undertake new client acquisition, retention & growth
- Identify and acquire new customer for CTS.
- To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing recent customers like ads, directories of various corporate associations, internet etc.
- To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues.
- To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients.
- To work with the retail teams in arranging worksites in the premises of Institutional clients.
Achieve targeted profitability & fee income
- To maintain sales volumes & achieve targeted revenue from all customers/ products.
- To share regular market updates with clients and provide right investment solution.
- To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them.
Contribute to customer satisfaction initiatives
- To follow the ethical and fair practices code for selling products.
- To ensure regular availability of research material and inputs to the clients.
- To ensure that client promises are kept and their grievances are adequately addressed or highlighted.
- To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix.
Ensure policy adherence and documentation
- To be aware of all critical policies & procedures & ensure compliance with them.
- To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures.
- To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations.