1)Provide financial planning & Investment Advice
2) Develop new business by identifying and contacting existing or prospective customers and promote chit services
3) Achieving the Business targets assigned in terms of cross selling enhancing and upgrading the client relationships.
4) Sourcing new business.
5) Ensuring the highest levels of service to the High Net Worth customers
6) Adaptive to work in new set of environment..
8) Achieve given sales target and build customer base
9) To develop marketing strategies and programs in boosting the sales
10) Answer and respond to customers' needs and requirements.
11) Maintain and manage all customer databases. Overall - A creative approach developing marketing plans and strategies product development advertising public relations perfectly matching clients business with customer needs good behavioral attitude