Duties and Responsibility

• Achieve Business Plans, Productivity, and Profitability by ensuring Lead Generation & Conversion for investment into Finzy Loans.
• Originating new investors by direct coverage of individuals, HNIs and UHNIs. Ensuring on boarded investors make continuous investments.
• Managing the channel of investment advisors, mutual fund distributors, insurance agents, chartered accountants, wealth managers, etc for onboarding investors and generating investments into Finzy Loans
• Managing and maintaining oversight of the investment portfolio, keeping the investors abreast with portfolio performance and advising them on future investments.
• Educate the Customer, understand their needs and ensure those needs are met.
• Train, retrain, provide regular feedback and motivate the team to enhance individual and team productivity.
• Develop a business plan and sales strategy for the market that ensures attainment of company sales goals and profitability.
• Prepare action plans individually for effective search of sales leads, prospects, referrals, and advisors.