1. Acquisition of new clients and formulating strategies to increase the client base.
2. Dealing with existing clients.
3. Preparation and execution of Financial Planning.
4. Regular portfolio review of client.
5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF),& FMP.
6. Approaching need based product to the client through Financial Planning.
7. Access the portfolio risk according to changing market situation.
8. Generating the revenue primarily through core products.
9. Upselling and cross-selling products/services to clients.
10. Resolving complaints and issues efficiently and in a timely manner.
11. Ensuring client satisfaction.
12. Identifying clients' needs and requirements and proposing suitable solutions.