To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations thereof.
KRA (Accountabilities) (Max 1325 Characters)
Supporting Actions (Max 1325 Characters)
KRA1
To undertake new client acquisition, retention & growth
Identify and acquire new customer for CTS.
To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet
etc
To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues
To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients.
To work with the retail teams in arranging worksites in the premises of Institutional clients
KRA2
To achieve targeted profitability & fee income
To maintain sales volumes & achieve targeted revenue from all customers/ products.
To share regular market updates with clients and provide right investment solution.
To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them.
KRA3
To contribute to customer satisfaction initiatives
To follow the ethical and fair practices code for selling products
To ensure regular availability of research material and inputs to the clients
To ensure that client promises are kept and their grievances are adequately addressed or highlighted
To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix
KRA4
To ensure policy adherence and documentation
To be aware of all critical policies & procedures & ensure compliance with them
To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures
To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations
KRA5
To formulate periodic MIS and track competitor moves and report them periodically
To send detailed periodic activity & sales reports to the Teal Lead
To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams
KRA6
To contribute in skill enhancement
To ensure ongoing self development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services
