Taher firoz

Market Coverage: Managed and expanded DSP Passive Mutual
Fund presence across Ahmedabad & Gandhinagar.
Sales Coordination: Worked closely with Institutional and
Distribution teams to support sales meetings and closures.
Client Servicing: Handled KYC compliance, documentation, and
account-related client support.
Client Engagement: Engaged with Stock Brokers, MFDs, RIAs,
Institutions, Banks, and NBFCs.
Product Promotion: Promoted DSP Passive products (Index
Funds & ETFs) highlighting cost efficiency and transparency.
Relationship Management: Built and maintained long-term, trust
based client relationships.
Sales Execution: Executed sales initiatives to drive AUM growth in
passive funds.
Lead Management: Identified, qualified, and converted leads
using a consultative sales approach.
Market Analysis: Analyzed market trends and investor behavior to
position suitable passive solutions.
Training & Awareness: Conducted product training and
awareness sessions for distributors and partners.
Data-Driven Strategy: Used sales data, AUM reports, and client
feedback to improve sales effectiveness.
Customer Focus: Delivered timely support and transparent
communication to enhance client experience.
Business Development: Identified untapped markets to increase
passive fund penetration and investor base.