Responsibilities

• Acquire quality clients through networking, database, market intelligence, and references from existing clients.
• 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 Central Dealing Desk for smooth interaction and services.
• Liaison with Central Dealing Desk for revenue generation and query resolution.
• Conduct activities for Client Acquisition and Financial Planning.
• Ensure compliance as per various regulator and organization guidelines.
• Maintain the brand image of the organization.