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