1.

Client Acquisition and Relationship Management: Responsible for identifying and acquiring new Institutional clients (Corporate, SME, Banks, Finance) and managing their portfolios.

2.

Market/Product Updates and Recommendations: Provide market and product updates to clients and make recommendations based on financial research and trends.

3.

Challenges: Ensure high turnaround time (TAT), stay updated on market developments, and maintain high customer service standards.

4.

Key Skills Required: Strong local network, investment product knowledge, ability to interpret market trends, good communication, negotiation skills, and customer-centricity.

5.

Targeted Profitability & Fee Income: Maintain sales volumes, achieve targeted revenue, and undertake cross-selling initiatives to meet financial goals.

6.

Compliance and Policy Adherence: Ensure compliance with critical policies, procedures, and KYC documentation while monitoring client profiles.

7.

Continuous Skill Development: Engage in ongoing self-development through internal and external training programs to enhance financial sales services skills.