Financial Advisor - Investment

About the job:

Key Accountabilities:

- Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals).

- Follow up / Conversion on the leads shared by the Corporate Acquisition Team.

- Manage the existing clients and build AUM.

- Responsible for Client and distribution servicing & active involvment in hand holding the transactions with the new and existing clients.

- Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business

- Expand Market Share from both new and existing clients and responsible for servicing.

- Responsible for up-sell & cross sell across asset classes to both Corporates & its Promoters.

- Responsible for Cross Sell Initiative.

- Activating i online Accounts for corporates.

- Active networking with clients, competition and distributors to get market information.

- Timely information on the products to distributors.

- Ensure market share across clients and distributors as per organisational requirement.

- Adhering to compliance norms of the organisation and Regulator.

- Involved in meeting the investors on a joint call with the distributor (Need based with Distributors)

- Maintain the data on market share and review it on regular basis.

- Closely co-ordinate with Operations in Following up on Fax Pending documents