RE/RM/SRM

ROLES AND RESPONSIBILITIES:

• Conduct daily sales calling with prospective new clients and identify their needs.
• Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
• Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
• Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and

AUA for the branch.

• Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
• Achieve financial goals of the clients through various product line.
• Update and cross sell products to existing clients and update them about the primary and secondary market trends.
• Update self-regarding all schemes, products and solutions by regularly attending trainings.
• Share regular communications with client regarding information, research and material of the organization.
• Conduct regular marketing activities with the regional marketing and product team by showcasing our products and

features and generate leads.

• Desired Candidate Profile
• Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income,

mutual funds, etc.

• Wealth / Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to

achieve their financial goals

• Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors,

must provide sound and reliable advice to client.

KEY SKILLS: Mutual funds,Life insurance, General Insurance, Bonds,Fixed Deposits, Investment Banking, Health Insurance.