Liasoning with Product Teams
to intimate new product
empanelment and increase
SoW (present appropriate
products across all product
categories)
 Initiate the Due Diligence
process requiring inputs from
all internal departments for
empanelment for new products
and attain timely product
approvals involving the
following activities
 Liasoning with Fund
Management for product
related information, arranging
Fund Manager Meetings with
Product Teams for constant
product updates interaction
with operations team on
transactions, internal sales
team to provide them with
timely updates on a daily basis
Post sales activity:
 Liasoning with B&ND team
members, Managing monthly
brokerage/ transactional
related queries, organizing calls
with FMs Banks and providing
monthly updates to Banks
Product & Sales team-Internal.
MIS & Reporting:
 Ensure systems in place to
deliver the desired output for
meaningful analysis and
actionable sales focus points;
Driving the sales force with
proper MIS data for a
targeted Mission and Vision
of the company; Support
team in the review, analysis &
resolution of issues & client
requirements.