1. Accountable for acquisition of direct sales relationship with -- HNI, Micro/ SME Corporate, Charitable Trust , Co-operative and Commercial Banks and other specific segments.
2. Capable of identifying customer needs, assessing their risk appetite and advising.
3. Responsible for selling Mutual fund as the core product along with PMS, PE, and debt products to acquired clients and building depth within the existing relationships
4. Responsible for achieving top and bottom line targets as assigned by the organization on a monthly basis