- Identify and engage potential OTC clients across assigned regions and channels.
- Conduct initial discovery to understand client background, trading needs, and settlement preferences.
- Prepare structured client profiles and support onboarding readiness.
- Coordinate handovers and support Institutional Sales throughout early-stage engagements.
- Maintain accurate records in CRM and internal systems.
- Collaborate with internal teams to ensure smooth progression from lead to active client.
CRM