Responsible of getting Clients, Account Opening Demat Trading (Offline & Online).
• Up Selling third party products & wealth products – LI, HI, MF, PMS & AIF.
• Generating Leads by cold calling on Database & initiating open market sales activities.
• Documenting records of all mapped customers portfolio & client Visitors.
• Achieving growth and hitting sales targets. 
• End to End Customer relationship management.
• Safeguarding all systems are working fine and as per compliance.
• Act as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring exceptional customer service.
• Understand clients' needs, expectations, existing portfolio, risk profile and financial bandwidth.
• Stay informed about industry trends, market conditions, and financial regulations to provide accurate and up-to-date information to client.