To promote all the product line of Mutual Fund /n To up sell Mutual Fund products to Retail/HNI Clients /n To generate fresh leads and acquire clients through reference to shore up the clientele /n To achieve sales and revenue targets spread across product mix /n To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing /n and upgrading the Client Net worth relationships /n Profiling customers and provide Investment plan & financial advice to the client/HNI clients /n Ensuring the highest levels of service to the client /HNI clients /n One point of contact for the assigned client /n To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients /n through regular weekly / monthly calls /n