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