- Facilitating meetings of our research analysts with the client's team.
- Marketing stock ideas to clients based on Research done by the research team.
- Organizing management meetings and road shows of corporate with the clients.
- Generating revenues as per targets.
- To increase the no of active clients accounts.
- To develop & maintain working relationships with key decision makers in clients i.e. fund managers
- To maximize the market share with all accounts where directly responsible for sales, advising clients on making appropriate investment decisions.
- To coordinate with internal departments like research, operations, compliance & inform team members.
- Meeting clients and presenting them various ideas and options for fund raising.
- Devise Strategy to achieve the targets.
- Develop customer specific strategy to bag key Institutional clients & acquire business.
- Must have existing relationships with leading domestic MF's Insurance Co's and FII- s
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