- New Business and Cross-sell Fixed Deposits existing customers and recent prospects.
- Generate business through engaging old as well as new partners.
- Conduct periodic portfolio reviews and investment counselling for clients.
- Ensure timely documentation, compliance, and onboarding for investment products.
- Participate in Partner engagement activities and product training sessions.
- Provide market insights and feedback to improve product positioning and customer targeting.
- Support digital initiatives to increase business via online platforms.
- Adding new business partners for larger volume.
- Regular meeting Business partners at different locations
- Servicing Partners query spontaneously.