Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt
Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds
(SGB’s) etc. and any other products which may be launched in the future based on the needs of the customer.
Execute cross & up-selling aimed at providing third-party products to optimize engagement with
current clientele, thereby enhancing revenue generation for the company without any form of mis-selling.
Ensure the maintenance and growth of Assets under Management (AUM) within the branch.
Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.
Educate potential prospects about the company, its products, and services.