Company Name HDFC AMC

Profile Business Development

Roles & Responsibilities 1. To learn about the mutual

products
2. To understand the company’s
products in comparison to other
products in the market.
3. To source new customers for the
company.
4. To sell mutual funds products to
existing and new customers
5. Mapping clients as per their
portfolio with relevant mutual
fund products
BARS SCALE on the basis of the above roles & responsibilities

5.Mapping clients as per their portfolio with relevant mutual fund products

o Portfolio Analysis
o Investment Goal & Risk Profile
o Client Engagement
o Performance Tracking

4. To sell mutual funds products to existing and new customers

o Customer Segmentation
o Communication Skills
o Product Knowledge
o Sales Skills

3. To source new customers for the company

o Target Audience
o Market Research
o Networking & Events
o Strategic Partnerships
o Experience to Customers

2. To understand the company’s products in comparison to other products in the

market

o Understanding the features of the company products

o Brand Reputation
o Price Comparison
o Product Differentiation

1.To learn about the mutual products

o Basic knowledge of Finance

o Knowledge of Mutual Funds
o Research Skills
o Patience and Discipline