- Acquiring current clients with benchmark assets.
- Increase the total assigned SIP book from allocated and new clients.
- Adding overall AUM by gathering assets from existing and new clients.
- Increasing the basket of clients having AUM.
Contributing Responsibilities
- Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship.
Ensuring the highest level of service to the clients.