eRM

Key Responsibilities:

• E-RM role is primarily to work on non-equity business sourcing and servicing for MF,Fixed Deposits, Fixed income, Insurance, Loans and other products which company would sell

• Working on Mutual Funds and Fixed Income products upsell and cross sell on

• Assigned base of clients (Main products being New SIP, Purchase, NFO, one clicks etc. in MF and Corporate FD, floating rate bond, SGB, Bonds etc. in Fixed Income)

• Sourcing Life and General Insurance and Loan products from mapped clients •Activation of new clients in various Non-Equity Products like MF, FD, etc.

• Working on Digital dropped leads of non-equity products from web site and app and getting conversion through them Would be rated and performance on basis of Goal sheet of yearly basis Reach out to around 70/80 clients every day Except insurance where we need to meet client as per regulation, all other products to be pitched via phone