- Identify & recruit right quality advisors to build a strong advisor base
- Provide training on products, business processes and selling techniques continuously
- Provide assistance to advisors in lead generation, prospecting and business development
- Ensure that advisors provide right financial solutions to customers as per need analysis and they adhere to required business processes and norms
- Achieve the business target each month for generating recent business and advisor recruitment
- Ensure the selling through team of advisors is aligned to all business quality metrics
- Be the first point of contact for the customer to authenticate the concerns raised and validate with authorities
- Exercise due diligence at first level to prevent unauthorized/ fraudulent transactions
- Age criteria: 40 .
