About the role:
The operations delivery function is at the core of processing every customer financial transaction.It links risk management and control processes to help protect the organizations assets andreputation. Operations staff work closely with the other divisions – as well as external clients (asrequired) to help facilitate smooth delivery of business and fulfilment. This includes processing,servicing, accounting, reporting functions, and customer service. Communicates within theorganization department managers/officers to promote efficient and correct workflow, establishpositive working relationships across the organization/intra and inter departments.
Key Responsibilities:
Responsible for Sales for the assigned set of Banks, National distributors, and IFA's
Responsible for advising the distributors on suitable product as per the requirement of theirInvestor, to be able to analyze the asset allocation of distributors to customize the approach inaccordance for focused selling
Visibility with the distributors through Telephone calls, one to one meeting, regular
dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings withdistributor RM/clients of distributors
Responsible for providing best in class service for the assigned distributors