Satish Mishra

Key Responsibility -

- Responsible for team performance and their sales target.

- Preparing client and market mapping reports for his area / industry

- Conducting competition tracking and monitoring on a daily basis

- Media Tracking to generate prospects

- Maintain relationships with clients, their key decision makers, decision influencers etc
- Define & distribute targets for team effectively

- Generate necessary MIS & report as per defined guidelines

- Plan and budget revenue generation for the week and month.

- Contribute to sales strategy and generate ideas for revenue maximization
- Generate ideas for clients based on the brand requirement, develop and sell specials and events

- Maintain strong relationships with clients and agencies in the person's portfolio

- Brand solution, planning and execution of all communications and media actions on all channels, including online and social media.

- Analysis of sales forecasts and relevant financials and reporting on product sales.

Key Responsibilities:

- Acquiring and managing HNI and ultra HNI business.

- Increasing the liability book and investment AUM portfolio size.

- Advice clients on their product requirement to maximise their investments.

- Generate the cross selling business from existing clients by cross selling other products (Family Account, Home loan, Personal Loan, Investment - ULIP and Mutual Fund, Credit Card and Forex).

- Profiling Customers and provide financial products to meet customer needs.

- Ensuring the highest levels of service to the High Net Worth customers.

- Formulate outbound and inbound sales plan to acquire new customers for increasing customer base of the portfolio.

- Monitor and address HNI clients banking and Investment requirements

- Use financial acumen and investment expertise to review a client’s personal data, align clients’ need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals

- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling

- Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls

- Resolution of queries for all managed clients within TAT specified

Specific Responsibilities

- Responsible for New Client Acquisition of trading accounts.

- Responsible for Meeting targets of Broking and TPP revenues.

- Responsible for Margin collections for trade both online and through cheques/RTGS.

- Ensuring Work on direct databases for activation / reactivation / retention of clients.

- Responsible for Cross sell LI/ GI/ PMS/ MF/ Gold - only direct acquisitions.