Recent 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 recent business partners for larger volume.
Regular meeting Business partners at different locations
Servicing Partners query spontaneously.