Responsible for scoping of area of sales and operations and implementing strategies to increase productivity and performance with regard to financial products
Connect with IFAs (Independent Financial Advisors) to revenue out of different financial products. These IFAs are already customers for Mutual Fund Asset class
Sourcing new acquisition opportunities from outbound calls / Lead generation / approaching IFA and closing deals.
Support operational issues related to different assets
Strengthen relationship with existing IFAs to generate business and identify opportunities to cross sell
Maintain a list of new initiatives, discuss with the reporting head & prioritize.
Identify opportunities in the market and be adept at the happening in the industry.
Be a valued team player, provide support and pave way for overall growth.
Research accounts identify key players and generate interest.
Log all activities accurately within CRM , build strong pipeline of opportunities in CRM and provide update in weekly basis.
Need to be an effective speaker and good communicator
Provide financial product demos to existing and new IFAs.
