- Advisory Role for highest Investment Returns to Clients
- Set Targets for Team and achievement beyond target
- Proper Reporting System and Analytical Data of Sales
- Generate Recent Clients and Direct Sales for all Segments
- Design Sales & Marketing Campaigns in subordination to Cluster Head/VP
- Identify New Tools & Strategies in Business Development
- Operational/Strategically Support to RM/Dealers
- Research & Analysis of Current Market trends and to develop strategy
- Cultural Development Team Development within Branch
- Annual Target of 100 Cr of PMS Sales on self
- To design and devise new PMS/PAS Products
- To support other branches/franchises for PMS/PAS Sales
- To conduct Minimum 24 Seminars/Trainings/Investors’ Meet in a year
- To conduct Minimum 10 Training Programs in a year for team
- To generate minimum 300 KYC in a Year