Job Description

JOB RESPONSIBILITIES Responsible for revenue generation via introducing new clients by dealing in equity/Mutual Funds/Franchising. Business/ Operational/ Functional/ Financial Perspective  Acquire quality clients through networking, data base, market intelligence and references from existing clients.  Promoting business and increasing profitability through selling equity/mutual funds and Sub Broker marketing.  Generating Leads through cold calling and references.  Identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning.  Introduce new clients to Relationship Manager - Dealing for hassle free transactions and services.  Maintain records of business on internal software.  Conduct activities for Client Acquisition and Financial Planning.  Ensure compliance as per various regulator and organization guidelines.  Develop and maintain a long term relationship with customers to maintain a high level of retention of client base. B. Internal/External Responsiveness  Resolution of Employee queries within TAT/responsiveness within TAT (internal/external clients).  Customer/Client relationship Management. C. Internal process Perspective  Compliance of Organization's philosophy, procedures and Policies.(0% violation of policies ).  MIS /Data Management (Protection & Confidentiality).  Liaison with various departments.  CRM usage. D. Innovation & Learning Perspective  Updated Knowledge of latest market Trends/Policies of BSE/NSE etc.  New initiatives/ Processes/ Ensure training (self) as organized by Organization's L&D division/ Participation in Emp. Centric Org. Activities/ Surveys/ Seminar