1. To deliver the desired revenue target numbers.
2. Cross-Selling to existing customers & Acquisition of new customers.
3. To provide solutions to the Customers financial needs.
4. To systematically execute the sales process to facilitate delivery of revenue targets.
5. Preparing and maintaining Sales Call reports and all relevant MIS.
6. To identify potential HNI clients through referral networks.
7. To execute monthly sales plan to acquire large prospective clients and ensure regular
contact with all mapped clients through regular weekly / monthly Calls.
8. Daily tracking & follow-ups
9. To ensure 100% client penetration for business sourced by building relationships &
enabling increase in share of wallet & revenues.
10. Selling all kinds of products on calls to the customers