1. Responsible for Cross Selling Various Financial Products like Mutual Funds, Insurance (life, General), Etc to New Customers and Building Depth Within the Existing Relationships.
2. Meeting Monthly Targets By Providing 360-degree Financial Assessment Services, Wealth Management Services and By Doing Portfolio Reviewing of the Various Client Segment.
3. Formulating Strategies for Expanding the Client Base By Providing Investment Advice to the Clients.
4. Maintaining Long-term Relationships with Existing/new Clients for Increasing the Asset Under Management (aum) for the Company.
5. Cross-sell Products and Services to Both New & Existing Clients According to Their Need.