Purvi Kansal

overseeing the banking channel typically involves a range of responsibilities aimed at fostering partnerships with banks to promote and sell mutual funds. Here are some key roles and responsibilities .

• Relationship Management :Building and maintaining strong relationships with key personnel at partner banks, including branch managers, relationship managers, and other stakeholders. This involves regular communication, providing support, and addressing any concerns or issues that may arise.
• Sales Strategy Development : Collaborating with bank partners to develop effective sales strategies and campaigns aimed at promoting mutual funds to bank customers. This may involve analyzing market trends, identifying target customer segments, and devising marketing plans.
• . Training and Education: Conducting training sessions and workshops for bank staff to enhance their knowledge and understanding of mutual funds. This includes educating them about different fund products, investment strategies, and regulatory requirements.
• Sales Support : Providing ongoing support to bank staff in promoting and selling mutual funds. This may involve assisting with client presentations, preparing sales materials, and offering guidance on addressing customer inquiries.
• Customer Relationship Management :Supporting bank staff in managing customer relationships and addressing any concerns or issues related to mutual fund investments. This may involve participating in client meetings, providing investment advice, and resolving disputes.

• Leveraged working knowledge of banking products to create new client relationships.
• Built and maintained existing customer relationships, acting as a trusted advisor regarding a variety of banking activities.
• Reviewed and assessed client credit and investment history.
• Contacted existing customers and informed them of new product offerings.
• Identified market opportunities to grow new business across dedicated accounts.
• Provided exceptional service and support, going extra mile to retain customers.
• Maintained a high standard of ethics and conduct for sound banking operations and business success.
• Planned and led client events, including product information seminars.
• Prepped and walked customers through client information packs.

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• Responsible for implementing best customer service
• practices to improve sales and minimize customer
• complaints.
• Building relationship and meeting the financial needs
• of various clients.
• Involved in offering financial products as per the needs
• and goals of client.
• Involved in managing customer portfolio as per their
• financial needs.
• Providing sales support through case studies, campaign
• material, accurate targeting of the recipients.
• Involved in maximizing profitability through superior
• customer service, effective and prompt communication,
• and follow-up on all pending matters with the customer
• Improved, maintained overall facility safety, health and
• training record while managing multiple facilities.