Investment Lead - Banking

Investment Lead

Roles & Responsibilities : 

- Achieve Business Plans, Productivity and Profitability by ensuring Lead Generation & Conversion for investment into Loans.

- Originating new investors by direct coverage of individuals, HNIs and UHNIs. Ensuring on boarded investors make continuous investments.

- Managing the channel of investment advisors, mutual fund distributors, insurance agents, chartered accountants, wealth managers, etc for onboarding investors and generating investments into Loans

- Managing and maintaining oversight of the investment portfolio, keeping the investors abreast with portfolio performance and advising them on future investments.

- Educate the Customer, understand their needs and ensure those needs are met.

- Train, retrain, provide regular feedback and motivate the team to enhance individual and team productivity.

- Develop a business plan and sales strategy for the market that ensures attainment of company sales goals and profitability.

- Prepare action plans individually for effective search of sales leads, prospects, referrals and advisors.

- Initiate Strategic Tie-ups with various stake holders for enhancement of business.