Role & Responsibilities
o Report to the Branch IM Sales Manager in the respective city
o Will be covering and servicing branches
o Manage minimum 6-10 branches (depending on the size of the city & branch)
o Represent IM Investment Managers for the sale and service of IM mutual funds
o Maintain and build relationship with customers of the branch
...
o Understand the products, market scenario and suggest investment options based on client profiling
o Manage walk-in clients as well as follow up with leads
o Ensure adequate branch visibility and display of all POP and marketing material
o Track and generate information about competition/activities
o Assists in organizing and conducting branch level activities, trainings etc.
o Assist Marketing Officer of Client to complete the KYC
o Provide insights about the clientele of the branch to determine business potential
experience
5show more Role & Responsibilities
o Report to the Branch IM Sales Manager in the respective city
o Will be covering and servicing branches
o Manage minimum 6-10 branches (depending on the size of the city & branch)
o Represent IM Investment Managers for the sale and service of IM mutual funds
o Maintain and build relationship with customers of the branch
o Understand the products, market scenario and suggest investment options based on client profiling
o Manage walk-in clients as well as follow up with leads
o Ensure adequate branch visibility and display of all POP and marketing material
o Track and generate information about competition/activities
o Assists in organizing and conducting branch level activities, trainings etc.
o Assist Marketing Officer of Client to complete the KYC
o Provide insights about the clientele of the branch to determine business potential
experience
5
