• Responsible for achieving Sales of subscription and provide right
solution to client through wealth products, acquiring HNI/UHNI.
Solutions: Mutual fund, Insurance, Legal, Tour Advisory, CMG Funding,
PMS and other Wealth management products along with Loan
• Acquisition of new HNI & UHNI Clients
• Ensure right- selling by all team members through regular training.
• Ensuring Compliance with regulations.