1. Generating leads from open market who are interested in becoming Distributor/ Individual Financial Advisors (IFA) for Mutual fund business.
2. Providing training to distributor for Business Development
3. Joint Call - accompanying distributors for their meet with clients
4. To acquire clients of Mutual Funds, FD, Bonds.
5. To conduct awareness program on Financial Planning & investment products in various organization.
6. To do activities for generating mutual fund & bonds.
7. To meet new & existing clients for Mutual Fund & bonds.
8. To increase MF AUM of company by doing various activities & acquiring more and more clients.