Identify and 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 new 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.