Business Management and achieving the set target
-
Maximize business through top clients through sound relationship.
-
Conduct business meetings and across the table presentations to corporate clients.
-
Identify high-end potential clients to expand the business base.
Build strong Client Relationship
-
Maintain excellent relationship with existing clients and expansion of key clients
-
Ensuring high volume of business in the given location/segment to achieve the desired gross sales.
-
Develop and maintain key corporate clients.
Create a Strong mind Recall for ABSLAMC
-
Organize meetings with Fund manager/CEOs and Head of Sales.
-
Disseminates updates and other product related information in timely manner
-
Push for reference of their relatives and social circle.
-
Be the wealth one stop solution for investor for all investment related
Needs.
Compliance on all regulatory rules
-
Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements
-
Ensure all SEBI/AMFI rules and regulations are strictly complied.
Maintaining MIS & Reporting
-
Update client ownership report every month regularly to state/centre head.
-
Maintain New client MIS and report to State/centre head
-
Ensure corporate client database is updated regularly by sales support.
