Role Purpose:

Responsible for sales and marketing, manage and grow client relationship, attend to client’s service and transactional queries and requirements.

Duties and Responsibilities:

A. Sales and Marketing

1. Responsible for client relationship management, including onboarding of new relationships, makes calls and visits to clients to assess needs, address client concerns and issues, updating clients on new product offerings, etc.
2. Reviews and monitors client accounts and shifts in AUM.
3. Achieve sales targets through cross selling to existing clients, monitor client coverage for products.
4. Provide efficient and professional service to clients, through in depth knowledge of products and processes, in order to attain customer satisfaction.
5. Focus on driving and increasing client deposits, revenue contribution.
6. Analyze the current roster and portfoli...