• Acquire Quality clients (Privilege Category) for Broking & Third Party Products through networking, data base, market
• Intelligence, references from existing clients and assigned leads from the organization.
• Ensure Individual and Team performance as per defined norms.
• Recruit, Induct, handhold, facilitate and motivate team members.
• Retention of performing team members.
• Generate Cross Sell revenue through Financial Planning.
• Promote Focus Product of the month.
• Maintain records of business on internal software.
• Induct new clients to the Dealing Desk for smooth interaction and services.
• Liaison with Dealing Desk for revenue generation and query resolution.
• Conduct marketing and social activities for Client Acquisition and Financial Planning.
• Ensure compliance as per various regulator and organization guidelines.
• Maintain the brand image of the organization.
• Preferred Industry: Banks, MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.