Asset Desk Manager

Role & responsibilities

- Identify sales opportunities for Retail Asset products to existing customers of the Bank along with looking out for acquiring new customers and building new relationships.

- Manage business relations with existing customers and branch resources to generate retail asset leads.

- Achieve sales targets as assigned by the organization on a monthly basis.

- Liaison with the branch and retail asset team to ensure smooth processing of cases.

- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

- Ensure proper advice and guidance regarding fund management and allocation of assets

Preferred candidate profile

• Good communication (both verbal and written) skill in both English and the local language
• Excellent lead generation and conversion skill
• Ability to handle pressure and meet deadlines
• Ability to successfully work as a part of a team
• High sales orientation to meet the sales targets consistently