Responsible for building & maintain relationships with assigned Banks & Wealth partners to enable business growth in products like Mutual Funds, PMS, AIF & Passive Funds
Actively share product, market related information with assigned relationships.
Carry out huddles, group meetings, one on one meetings with assigned relationships in order to improve market share.
Achieve Assigned Sales Targets.
Ensure periodic coverage for all assigned relationships & ensure timely service
Carry out joint meeting with distribution partner clients.
Respond to escalated issues / complaints related to Banking operations
Stay updated on market trends, competitor strategies, and regulatory guidelines.
Conduct product presentations, training sessions, and investment discussions to enhance channel engagement.