1. Market research and analysis : - Develop and implement strategies to get attention for fund investors - Conduct market research to identify potential opportunities for business expansion - Analyse market trends, competitor activities, and customer preferences to develop strategies for business growth 2. Client Acquisition : - Identify and target prospective clients, including individuals, businesses, and institutions. - Build and maintain strong relationships with clients to understand their needs and provide tailored solutions 3. Product Promotion : - Educate clients about the features and benefits of the bank's offerings and how they can address their financial needs - Promote the bank's products and services to prospective clients through various channels, including presentations, meetings, and networking events 4. Revenue Generation : - Meet or exceed revenue targets by effectively selling the products and services. - Negotiate terms and conditions with clients to ensure profitable deals for the bank while meeting client requirements 5. Cross selling and up selling : - Track and analyse sales and revenue data to identify trends and opportunities for growth - Represent the company at industry events, conferences, and networking opportunities - Identify opportunities to cross-sell and upsell additional products and services to existing clients - Collaborate with other departments, such as wealth management and investment banking, to offer comprehensive solutions to clients 6. Relationship Management : - Cultivate strong relationships with key stakeholders, including clients, internal teams, and external partners - Act as a trusted advisor to clients, providing them with personalized financial advice and solutions. 7. Compliance And Risk Management : - Ensure compliance with regulatory requirements and internal policies and procedures - Assess and mitigate risks associated with new business opportunities and client relationships (ref:updazz.com)