* Build, strengthen and grow customer relationships through proactive and reactiveactivities associated with maximizing opportunities to promote companies product.* Conducting Corporate & RWA activities in various corridors like Defence area, Residential apartments, Commercial complex and IT parks.* Cold calling for activities and events behalf of Disha Trust.* Counselling people on Mutual Fund as per there requirements and portfolio.* Generating good quality leads to the sales team for conversion & contributing business to the company.* Generating Database for activities and events for future calendar through reference.* Meeting and negotiating with the event vendor for costing.* Handling complete Marketing process.

To Handle and manage daily fee collections of all branches.Submitting Daily income-expense reports to the management.Managing expenses on different heads of the institution.Preparing monthly and annual Profit loss accounts.Managing salaries of teaching and non teaching staffs.Handle admission/ Examination/hostel related queries/complaints.Proper filing of all office and accounts related documents.Responsible for all bank related works including cash.

Performed in various Product Specific DrivesManaging both small and big retail IFAs, national distributors and banks in Agra, Aligarh & Firozabad location.Promote additional schemes, NFO and ongoing funds of ICICI Pru MF to generate sales.Achieve given sales targets in terms of Gross Sales and Net Sales.Understanding distributors needs and educate them on Investment patterns and Financial Planning.Initiate and Maintain personal contact with distributors/IFAs as well as Direct HNIs.Monitoring monthly net sales and AUM growth of each and every IFA/ND/Banks.Ensure regular training for distributors and investors under INVESTOR AWARENESS PROGRAMME.

§ Selling of MF products through banks and Individual financial advisors§ Developing understanding on Investments and Financial Planning§ Monitoring monthly sales and AUM growth of relationships.§ Motivating and developing the bankers & national distibutors to successfully sell the Company products to the investors.§ Using customer relationships to mobilize funds under various HDFC MF schemes.§ Understanding the Investors’ needs, educating them about our different schemes, suggesting the appropriate schemes to meet their requirement.§ Sales paperwork and data collation and reporting.§ Co-ordinating with the respective departments to ensure smooth redressal of the post-sales grievance of investors.

Dealing with retail clients.Sourcing Saving and current accountsSales Report on daily and Monthly basis.Verification of client’s kycSelling third party products.MIS reporting to Zonal MIS Manager.