Primary Area of Responsibility: Sales, Business Development, New Client Acquisition
Relevant Experience:
Handling FII/Institutional/Domestic Sales desk for existing Custodial firms.
1. Business Development for the company's Custodial Services and Fund Accounting product proposition to institutional clients.
2. Acquisition of new FPI, FDI, FVCI and domestic accounts for the company and on-going relationship management responsibilities for newly acquired accounts.
3. Making product pitches, presentations and explaining product features to client teams comprising CXOs, Treasury and Investment Operations.
4. Tracking market news for new fund raising announcements and other items related to our area of business. Using the information gained to contact prospective clients for new business.
5. Coordinating with internal departments and parent organizations for new business opportunities.
6. Attending conclaves, seminars and industry conferences to generate leads for the business.
7. Responsible for Account On-boarding for self-acquired clients, with the help of the documentation team.
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