- The Incumbent would be responsible for gathering assets in Company's ETF and would be responsible for AUM growth of the branch for Passive funds.
- Responsible for contacting existing relationships to represent company's MF product offering to the Partners / Clientele.
- Responsible to coordinate and work closely with existing teams to increase the market share and number of partners/clients towards ETF business.
- Responsible for driving and developing strategy for ETF growth allocation and increasing company's ETF brand awareness in the market.
- Performing proper client due diligence for new and existing client/Partner relationships in order to comply with regulatory and internal legal requirements.
- Evaluate a clients/Partners investment policy for possible ETF investments.
- Determine a product proposition that is appropriate for the client/ Partners experience with financial products.
- Review business trends in order to keep up a constant conversation with the client and prospect.
- Making presentation on Exchange Traded Fund & Products to groups and individuals in order to attract new clients/Partners.
- Ensure all activities are in line with company's MF code of Conduct principles.