1. Acquisition of new clients through direct marketing, referrals, marketing campaigns with the help of Branch Manager.

2. Activating the inactive clients by reviewing their portfolios .

3. Getting regular business by cross selling / upselling the products by reviewing the financial plans / portfolios of clients.

4. Getting business from new clients by doing Financial planning / tax planning / retirement planning.

5. Consistent achievement of monthly targets.

6. Penetration of all products like Mutual Fund, Insurance( Life & Non Life ), Fixed deposits, PMS, Equity etc in all clients portfolios.
Careesma - 10 months ago