Key Roles & Responsibilities
Client Acquisition: Identify, approach, and onboard HNI and corporate clients for wealth management and investment portfolios.
B2B Partnerships: Acquire and manage channel partners to expand the distribution network and increase revenue.
Business Growth: Achieve acquisition targets and contribute to the overall business development strategy.
Cross-Selling: Promote a comprehensive suite of products including mutual funds, portfolio management services (PMS), alternate investment funds (AIF), insurance (life, health, motor), and loans.
Market Research: Perform data mining, lead generation, and profiling to identify potential opportunities.
Relationship Management: Build and nurture long-term professional relationships with clients and partners.
Sales Promotions: Plan and execute acquisition campaigns and promotional activities.
MIS & Reporting: Maintain accurate acquisition records, prepare regular reports, and share insights with senior management.
Compliance: Ensure adherence to regulatory norms, company policies, and industry standards.