PURPOSE OF JOB

• Mobilisation of Financial Products
• Effective communication/ follow up with prospective customers
• Marketing activities for assigned Area
• Accountable for performance of the team and meeting business targets month on month

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

• Acquisitions of new clients and re-activation of existing clients by selling wealth management products like debentures and Non-Convertible Debentures.
• Responsible for fulfilment of business targets of self & team.
• Have the direct to customer approach and build relationship with widespread customers.
• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
• Conduct HNI meets, customer interaction programs within the location.
• Responsible for the timely reporting of Business MIS.
• All Associates of the Location will be reporting to the Location Head.
• Plan and achieve a minimum target per month.
• Recruit Freelance Business Associates, who would be working on commission basis according to the business they source.
• Train, Guide and Assist the team and help them in sourcing business.
• Responsible for ensuring the team members comply with the company rules, regulations, and procedures. Ensure discipline by team members·
• Do periodic performance review of subordinates and report to RM