Key Responsibilities: • Acquire new HNI / UHNI clients through networking, referrals, and business development initiatives. • Understand client needs, risk appetite, and financial goals to recommend suitable investment products (mutual funds, PMS, AIFs, bonds, insurance, real estate, etc.). • Cross-sell banking and wealth management products to maximize wallet share. • Manage existing client relationships to ensure high levels of sa
Key Responsibilities: • Acquire new HNI / UHNI clients through networking, referrals, and business development initiatives. • Understand client needs, risk appetite, and financial goals to recommend suitable investment products (mutual funds, PMS, AIFs, bonds, insurance, real estate, etc.). • Cross-sell banking and wealth management products to maximize wallet share. • Manage existing client relationships to ensure high levels of sa
Key Responsibilities1. Sales & Distribution ManagementTarget Achievement: Meet and exceed monthly and quarterly secondary sales targets across all assigned outlets.Market Penetration: Drive both numeric and weighted distribution in retail outlets and modern trade stores.Availability: Ensure consistent product availability and execute "range selling" to maximize the brand portfolio in key off-trade accounts.Performance Tracking: Monitor daily sales data and
Key Responsibilities1. Sales & Distribution ManagementTarget Achievement: Meet and exceed monthly and quarterly secondary sales targets across all assigned outlets.Market Penetration: Drive both numeric and weighted distribution in retail outlets and modern trade stores.Availability: Ensure consistent product availability and execute "range selling" to maximize the brand portfolio in key off-trade accounts.Performance Tracking: Monitor daily sales data and
Finance Assistant1. Stock Audit 2. Memo Approvals 3. GST/ITC Support to RS4. PNCC/CNCC follow up 5. TDS TCS Compliance 6. Ad Hoc Reporting 7. Assistance of Quarterly and Annual Payouts 8. ITC Reimbursement 9. Infra Scorecard 10. RM Fundexperience3
Finance Assistant1. Stock Audit 2. Memo Approvals 3. GST/ITC Support to RS4. PNCC/CNCC follow up 5. TDS TCS Compliance 6. Ad Hoc Reporting 7. Assistance of Quarterly and Annual Payouts 8. ITC Reimbursement 9. Infra Scorecard 10. RM Fundexperience3