- Assess financial needs
- Career Progression
- Recruitment
- Development (Training, Activation, Promotion)
- Manage team: Recruit, train, and mentor Financial Advisors.
- Team Handling
- Team Lead
- Leadership Position
- Ensure compliance: Follow company policies and industry regulations
- Coaching and Development: Conduct regular one-on-one sessions, training, and performance
- Assign tasks, monitor daily productivity, and organize schedules to keep operations smooth