1. Acquisition of customers for wealth management & retail products
2. Generating Revenue by sales of Mutual Fund, Portfolio Management Services, Private Equity Products, Bonds, Structured Products, Life Insurance, General, Motor & Health Insurance, Loan Products, Real Estate & Direct Equity.
3. Tele Calling, Appointments Fixing, Outbound Customer Meetings.
4. Guiding & advising new / existing customers in financial portfolio management.
ref : updazz.com)