1. Manage and generate cross sell revenue from preferred clients.
2. Acquire preferred clients.
3. Provide financial planning services to all assigned and acquired preferred clients.
4. Responsible for all cross sell related servicing to assigned clients.
5. Ensure client meetings as per defined norms.
6. Maintain records of business on internal software.
7. Liaison with Branches and other Vertical Heads for revenue generation and query resolution.
8. Ensure compliance as per various regulator and organization guidelines.