Identify & recruit right quality advisors to build a strong advisor base
Provide training on products, business processes and selling techniques
continuously
Provide assistance to advisors in lead generation, prospecting and business
development
Ensure that advisors provide right financial solutions to customers as per need
analysis and they adhere to required business processes and norms
Achieve the business target each month for generating new business and
advisor recruitment
Ensure that the selling through team of advisors is aligned to all business quality
metrics
Be the first point of contact for the customer to authenticate the concerns raised
and validate with authorities
Exercise due diligence at first level to prevent unauthorised/ fraudulent
transactions