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• Sale of Mutual funds, pensions, stockbroking, real estate, wills and insurance products.
• Delivering on Team's budget
• Professional Financial Advisory
• Identifying customers and building up customer relationship for the organization
• Reporting to the Branch Sales Manager
• Sending daily, weekly and monthly reports and attending monthly and quarterly performance review.
• Performance monitoring of team as per the laid down Key Performance Indicators
• Client visitation
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