: Accountable for achieving monthly and annual sales targets. Ensure proper implementation and execution of relationship management and investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share.
• Facilitate the distribution of third party investment products viz. PMS, Real Estate, Equities, Mutual funds, Insurance etc to customers, after taking into consideration the risk profile and investment objectives of the said customer. This entails constant interaction with the asset management companies & customers.
• Ensuring complete knowledge on all products and services. Be the leader for resolving all queries and complaints. Ensuring full training and briefing on all product launches and upgrades.