• To acquire and build relations with Retail/ Ultra High Net worth, and Corporates customers. • Cross selling insurance and other wealth management products advising various Treasury related Debt products to the Corporates & SMEs • Advise Corporate / Promoters / HNI clients on various investments opportunities available in the market and help them to generate a high ROI (Return On Investment) • To provide end-to-end service solutions to existing customer relationships on a pro-active manner • To educate all segments of customers with various investment avenues available primarily with investing products avenues and to provide high quality advise to them on their assets allocation • To gauge the customers risk appetite, time horizon and provide him advisory services in line with customers • Conceptualize & implement sales promotional plan through various marketing channels • Updating customers on the changes of trends on the business landscape • Continuous up-dation of the MI