
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