Employee
Description
ü To help the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening ü Source incremental accounts from corporate ü Ensure FTNR on logged in AOFs is within set benchmarks ü Communicate to the employees the requirements of KYC documents (as per the approved account opening process) ü Cross sell an additional product within 60 days of account opening ü Generate leads for asset / investment products
