Business Support Executive

BUSINESS SUPPORT EXECUTIVE.

GENERAL ROLE

Execute operations, sales and administration jobs of the branch.

ESSENTIAL DUTIES & RESPONSIBILITIES

Receiving visitors coming to the Branch.

Attend to telephone calls & reply to queries.

Explain about the Company, its products & services to visitors.

Keep regular contacts with the clients of the branch through telephone calls, meetings etc.

New Client Prospecting - Through cold-calling, appointments, reference etc.

Provide financial advice to clients on different investment options.

Provide investment application forms to clients and assist them in filling.

Update clients on the latest MF Schemes, NFOs, IPOs etc and updates on market trends.

Provide after sales service, follow-up and client retention. Prepare daily sales report and send to Branch Head.

Make entries in the Back office of business done by the branch.

Support branch promotional activities.

Account opening.

Account keeping - Pay in/ Payouts, collection of AMC, debtors, branch expenses, and reconciliation.

Maintain all documents and registers required under various labor laws and laws applicable to the business of the establishment.

Maintain Records related to rent, electricity, water bills, tax etc.

Handle routine administration functions.

BUSINESS SUPPORT EXECUTIVE

Co-ordination with departments in HO & RO.

General

Strive towards achieving individual goals and thereby the branch and organizational goals

These duties and responsibilities are only illustrative and not exhaustive and are liable

to modifications

CODE OF CONDUCT

Abide by the Code of Conduct and Business Ethics of the Company including the

Code of Conduct related to trading, Prevention of fraudulent unfair trade practices and

Prevention of insider trading.

Respect the values of the company as laid down in the Employee Manual.

Uphold the four core professional behaviours of Commitment, Responsiveness,

Creativity and Ambition