T
his role involves acquiring new clients, managing relationships with existing clients, and ensuring compliance with regulatory requirements while providing excellent customer service.
R
A
chieve sales targets set for the branch.
M
aintain 4X productivity
D
emonstrate comprehensive knowledge of all products offered by the organization.
S
tay updated on market and competition activities as well as relevant compliance, norms, rules, and regulations.
P
rovide excellent client servicing, promptly addressing client inquiries, and maintaining positive relationships with customers.
M
aintain professional coordination within the team to deliver seamless services.
A
cquire new clients with an annual target
U
pdate daily sales tracker and share on a weekly basis with the respective Reporting Manager & Regional Manager
B
uild a robust culture of maintaining excellent relationships with clients and manage all escalations to ensure retention of business.
C
ollaborate with the compliance team to ensure adherence to organizational policies and regulatory requirements.
C
