To prospect, acquire and retain clients

To be an Individual contributor, 80% profile is feet on street and 20% is operational work in office.

To achieve budgeted targets in terms of number of clients/volume of business & assets(cross selling)

To research, investigate and update themselves on available investment opportunities in the market trend to determine whether they fit into clients portfolios

To understand clients needs & requirements and accordingly acquire asset to position services

To recommend strategies clients can use to achieve their revenue and investment planning also to ensure a one-point relationship for the client

To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes indicate a need for portfolio reassessment

To provide various investment performance reports and summaries to the clients

To build and maintain client bases, along with relevant comments/remarks for future reference