Generate Incremental Revenues
Assists the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening
Completes the Cross sell of an additional product within 60 days of account opening
Generates leads for asset / investment products
Account Opening and Compliance
Ensures FTNR on logged in AOFs is within set benchmarks
Communicates to the employees the requirements of KYC documents (as per the approved account opening process)
Self-management responsibilities
Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.
Risk control compliance
Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Knowledge and Experience
Bachelor’s degree in any discipline
AMFI/NCFM/IRDA certifications will be an added advantage
Minimum of 2-4 years of relevant experience with at least 1-2 years in a similar role
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