Business Executive

Essential Duties and Responsibilities:
• Handle service requests, record management of such requests, and ensuring TAT set by regulators and stakeholders.
• Effective use of CRM to maintain regular communication with branch clients through various channels such as telephone calls and meetings.
• Engage in prospecting activities for new clients through methods including cold-calling, scheduling appointments, and seeking referrals.
• Assist clients in account opening procedures and complete investment application forms as well as overseeing routine administrative tasks.
• Offer financial advice to clients regarding various investment options based on the recommendations given by the fundamental & technical research team only.
• Keep clients informed about the latest Mutual Fund Schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.
• Act as a supportive liaison between Financial Consultants (FC), Dealers, and Branch Manager to facilitate smooth business acquisition processes.
• Read circulars issued by various departments and update customers.
• Ensure satisfactory customer service, follow-up, and client retention.
• Manage incoming telephone calls and addressing inquiries promptly.
• Provide comprehensive information about the company, its products, and services to visitors.
• Record business transactions in the branch's back-office system.
• Manage accounts including processing payments, collections of (AMC) fees, handling debtors, branch expenses, and conducting reconciliations.

•Maintain all necessary documents and mandatory registers in compliance with relevant regulatory & statutory authorities.
• Manage records related to rent, utilities, taxes, and other financial obligations.
• Coordinate with departments at the Head Office (HO) and Regional Office (RO).
• Collaborate with branch team to support promotional activities and campaigns.