Address- To generate leads, responsible for database management & set-up meetings with Mid-sized and Large Corporate.
- To attend meetings & pitch/brief on Forex and other product offerings from the company.
- To identify trends, potential trade opportunities, generate marketing ideas with the help of seniors and colleagues in the team.
- Continuous interaction with the clients to identify their requirements and guide them provide hedging solutions through existing product gamut. To disseminate research based advisory services to clients based on recommendations given by In-house Research team.
- To overlook the Exchange related processes such as seamless execution, Margin shortfall, position management, trades related query, coordinating trades to team or client. Coordinating with back-office team, onboarding team, process (CXO) team.
- To generate additional revenue from clients through upsell and cross sell products.
- Use alternate products to activate inactive clients.
- Improving client relationship by offering multiple Hedging strategies by sharing inhouse view on currency pair.
- Provide solution to client in accounting related issues, such as understanding of MIS, P&L and ledger statements etc.
