Rudolfus Dias

Core Responsibilities:

Investment & Planning Support:

Lead Generation Support:

• Assist in identifying and generating leads through available channels to support business development efforts of the advisor team
• Formed and sustained strategic relationships with clients.
• Prepared staff work schedules and assigned team members to specific duties.

• Service support for the advisor/relationship team which will include:
• Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same
• Transaction execution and fund house coordination
• Record and MIS maintenance
• Documentation visit to client’s location
• All administrative tasks related to the client’s overall wealth including held away investments/shares/ bonds/ real estate/ etc.
• Coordination and follow up with service providers and clients
• Helping the associates of clients like chartered accountants, auditors, finance team, lawyers, etc. for their requirements related to the client’s overall wealth
• Portfolio updating and reporting
• Month end and adhoc portfolio updates
• Arranging CAP updation including held away portfolios
• Tax and regulatory reporting
• Asset allocation analysis & Financial Planning:
• Analyzing client’s risk profile and providing suitable fitment of financial products in partnership with the advisor
• Creation of financial plans and investment proposals
• Back-testing of portfolios
• Researching on financial products and schemes
• Lead Generation
• Lead generation through various medium available for the advisors

• To systematically execute the sales process to achieve revenue targets within the specified duration.
• Creating awareness in Customers about New products & Cross-Selling to existing customers & Acquisition of new customers
• Profiling of the customer to provide solutions based on customer’s Requirement
• To Consistently Update Customers on Market Trends & Aim to achieve long term relationship through various modes (i.e. F2F, Call and e-mail.)
• Preparing and maintaining Sales Call reports and all relevant MIS
• Handling B2C Domain
• Conducting competitor analysis by keeping a track of market trends and competitor strategies to achieve better sales figures
• Finding Prospective clients through online marketing
• Manage all communications with existing clients to maintain deal with customer complaints, ensuring that issues are resolved without escalating or losing a customer
• Help team members to successfully close business deals

• Sales And Pre-Sales Management
• Marketing and advertising of newly launched and already existing brands across all categories.
• Organizing promotional events and sustaining the integrity of the brands via planned advertising.
• Implementation of a proposed financial plan.
• Customer Relationship management in financial services.
• Daily report generation and helping the organizational hierarchy to make informed decisions by analyzing and sharing the results of the report