- Leads generation, database management & setting-up of meetings with Mid-sized and Large Corporate having forex exposures
- Attending meetings & pitching / briefing on FX Product Offerings of the Organisations.
- Client Acquisition & Relationship Management
- Generating marketing ideas with the help of seniors and colleagues
- Tie-ups with Referrals and Trade Associations
- Coordination with KYC Consulting Team, for Legal Docs.
- For onboarding of clients
- Servicing of clients ( Raising Brokerage Forms, Getting Ledger Balances of clients)
- For knowing mark to market positions of the clients (during volatile times)
- Activation of clients on terminal
- For devising strategies. For getting trade ideas. Knowledge and best practices sharing. Focus on seminars.
- For getting references (leads) for business
- Interacting with Business development teams of Exchanges for getting references for business
- Business Development, Servicing, For arranging seminars, presentations, getting leads.
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