Product Specialist - BFS

- Annual Revenue target be aligned with the respective Regional Head Target

- Interact with RM's / BM's at branches for setting portfolio meeting with atleast 3 unique clients a day

- Min 60 monthly unique portfolio review of the defined base.

- PMS / AIF AUM responsibility of the mapped client base

- Upsell of AIF / PMS / MF (>25lacs) / Bonds (>25lacs) / Unlisted (>10lacs) / FD's, SGB (>10lacs) / Global Equities on the portfolio meetings.

- Act as product specialist to Interact & resolve clients product related queries

- Assessing & fulfilling training requirements of RM w.r.t. PMS/ AIF's

- Regular email / invites to large clients for webinars / client connects / pocket meetings

- Track Large redemption of MF

- Update Daily Productivity tracker

- Conduct Portfolio Reviews with RM's / BM's

- Target fresh AUM through broker-code change on the portfolio meetings