Functions and Tasks

• Develop plan to accomplish UR’s investment goals.
• Provide investment information related to new UR programs, regulatory issues and new policies.
• Identify and convey issues or constraints associated with processes, operations, systems, platform, pricing and propose alternatives.
• Ensure conformance with entire UR company guidelines and regulatory policies.
• Identify customers ‘investment needs by basic financial planning modules.
• Provide different investment products to attain successfully identified needs.
• Maintain and update records of stakeholder and existing customers.
• Prioritize customer requirements and cross-sells services and products of varied company business lines.
• Ensure to plans everyday center of influence contacts.
• Identify changing needs and develop strong customer relationships.
• Plan and conduct customer and stakeholders meetings to review current accounts.
• Develop community and market awareness to actively accomplish sales opportunities.
• Identify and develop alternative procedures of business development to draw new assets and attain planned goals.