Position Description

The position will assist to generate business from Corporate Clients and give customer services to the corporate clients in South region.

Job Responsibilities

• Assist in expanding the institutional client base.
• Explore and identify untapped business areas.
• Responsible for continuously improving the standards of client service
• Effectively and efficiently communicate product information to potential clients.
• Ensure that all compliance (including AML / KYC) & all regulatory requirements are fulfilled while customers are on boarded.
• Meet the sales target as decided by the Company from time to time.
• Assist in developing sales plans and strategies in conjunction with the Regional head and implement practical actions on short, medium and long-term basis.
• Prepare CGT workings for customers and provide timely assistance on Capital Gains Tax-related queries.
• Follow up with corporate clients and provide post sales service to the existing client.
• Ensure retention of Current AUM

Required Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

• Basic knowledge of mutual fund industry.
• Strong communication skills (written & verbal both).
• Strong selling skills.
• Good interpersonal & presentation skills

Required Education & Experience

• Minimum Graduate or any other equivalent qualification from any HEC recognized or well reputed university
• Minimum 3 years of relevant experience is preferred.