· Sourcing new clients
· Lead generation in the area of industry allotted
· Selling Financial services to businesses
· Regular interaction with financial managers majorly from MSME and emerging corporate houses (not limited to)
· Organize client meetings
· Provide solutions for short and long-term financial goals.
· Direct and extensive interaction with the clients.
· Manage corporate relationships
· Documentation process & follow-ups with clients
· Detailed and in-depth reports & MIS