• Being the face of Anytime Invest in front of clients by living and embodying the company's core values of client centricity and
empathy.
• Drive the sales and distribution of a diverse portfolio of financial products, including Mutual Funds, Equities, Insurance, and
other investment instruments.
• Recruit, train, mentor, and retain a team of highly motivated financial professionals, ensuring alignment with organizational
goals.
• Increase Revenue and AUM by acquiring new HNI/ UHNI, Retail, and Corporate Clients, and existing clients base through
cross-selling.
• Would be responsible for Relationship Building & Management with the team and customer for Sales & Services of Financial
Products of Anytime Invest. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth
Management, etc.]
• Liaison with Dealing Desk for revenue generation and query resolution.
• Develop new relations through referencing & other sources.
• Ensure individual and team performance.
• Ensure smooth day-to-day operations of the branch within the given guidelines, framework and budgets.
• Ensure compliance as per various regulator and organization guidelines.
• Having fantastic, value creating & memorable conversations with clients every single day!
• Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and
monitoring those solutions.
• Managing investment portfolios and making people ready to meet their financial goals by following the financial planning
process.
• Identify & recruit right quality partners to build a strong partner base.
• Ensure that the selling through team of partners is aligned to all business quality metrics.