- Role & responsibilities :- Expand the customer base by actively prospecting for current clients through diverse methods
- including cold-calling, appointment scheduling, and harnessing references/leads.
- Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt
- Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds
- (SGBs) etc. and any other products which may be launched in the future based on the needs of the customer.
- Execute cross & up-selling aimed at providing third-party products to optimize engagement with
- current clientele, thereby enhancing revenue generation for the company without any form of mis-selling.
- Ensure the maintenance and growth of Assets under Management (AUM) within the branch.
- Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.
- Educate potential prospects about the company, its products, and services.
- Provide regular updates to clients through research reports on equity, new mutual fund schemes,
- New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.
- Assist clients with investment application forms and guide them through the completion process.
- Deliver after-sales service, conduct follow-ups, and ensure client retention.
- Prepare daily sales reports and submit them to the reporting officer
Make prompt entries in CRM and / or back office of the businesses / activities done.
- Contribute to branch promotional activities to enhance visibility and engagement.