 To promote all the product line of Mutual Fund

 To up sell Mutual Fund products to Retail/HNI Clients

 To generate fresh leads and acquire clients through reference to shore up the clientele

 To achieve sales and revenue targets spread across product mix

 To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing

and upgrading the Client Net worth relationships

 Profiling customers and provide Investment plan & financial advice to the client/HNI clients

 Ensuring the highest levels of service to the client /HNI clients

 One point of contact for the assigned client

 To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients

through regular weekly / monthly calls