1.       Growing the client Base and AUM

2.       Achieve the targets set for the quarter by Reporting Head

3.       Knowledge about Mutual funds,AMFI certificate and knowledge in Equity broking would be an advantage

4.       Acquisition of new clients through cold calls and direct meeting.

5.       Regular contact with clients through weekly / monthly calls.

6.       Resolve client queries.

7.       Ensure Compliance through regular process checks and self- audit

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