- Acquire Key Institutional clients from the market with help of Respective State Head / Head Institutional Business and with help of respective Branch Head from their assigned catchments
- Develop and nurture trust relationships with a portfolio of major clients
- Acquire a thorough understanding of GB customer needs and requirements
- Exhibits proper understanding of institutional sales with thrust on GB products with CMS and digital solutions
- Expand the relationships with existing customers by continuously proposing solutions that meet their objectives
- Ensure the correct products and services are delivered to customers in a timely and compliant manner
- Serve as the link of communication between key customers and internal teams
- Resolve any issues and problems faced by customers and deal with complaints to maintain trust
- Play an integral part in generating new sales that will turn into long-lasting relationships
- Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics.
Preferred candidate profile
- Any Degree/ Post Graduate is Mandatory
- If AMFI certified will be added advantage
Role & responsibilities
- Acquire Key Institutional clients from the market with help of Respective State Head / Head Institutional Business and with help of respective Branch Head from their assigned catchments
- Develop and nurture trust relationships with a portfolio of major clients
- Acquire a thorough understanding of GB customer needs and requirements
- Exhibits proper understanding of institutional sales with thrust on GB products with CMS and digital solutions
- Expand the relationships with existing customers by continuously proposing solutions that meet their objectives
- Ensure the correct products and services are delivered to customers in a timely and compliant manner
- Serve as the link of communication between key customers and internal teams
- Resolve any issues and problems faced by customers and deal with complaints to maintain trust
- Play an integral part in generating current sales that will turn into long-lasting relationships
- Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics.
Preferred candidate profile
- Any Degree/ Post Graduate is Mandatory
- If AMFI certified will be added advantage