1. Understand the risk profile and long term requirement of HNI clients and design their portfolio accordingly2. Keep track of current market scenario and advise clients accordingly to make informed investment choices3. Tracking existing holdings and prospective investment initiatives4. Assisting clients with comprehensive financial planning5. Acquisition of new clients /business partners6. Coming up with new ideas for increasing both client satisfaction and client retention with the organization7. Using different channels existing in the bank to generate more potential business

Communicated corporate objectives across all divisions through regularcorrespondence and scheduled status updates.• Helped employees with day-to-day work and complex problems byapplying motivational and analytical strategies.• Kept financial records accurate, current and compliant by monitoringrecords and addressing variances.• Codified office structures and processes to promote teamwork andperformance.• Established and updated work schedules to account for changing stafflevels and expected workloads.• Established and developed highly efficient and dependableadministrative team by delivering ongoing coaching and motivationand fostering career advancement.• Established efficient workflow processes, monitored daily productivityand implemented modifications to improve overall effectiveness ofpersonnel and activities.• Coordinated individual duties after careful evaluation of each one'sskill level and knowledge, which increased productivity by high level.• Managed files and records for accounts and adhered to safetyprocedures to prevent breaches and data misuse.

-Managed the Marketing for the company.-Accounts Handling-Partners Management-Training Employees

To develop the insurance business in assigned area by supporting the Sales Team.Strategic planning for business development of insurance product in coordination with Sales head of the region.Training of the sales team and advisors on Product, Processes and Policies as defined by Head office.Relationship building with insurance companies and liasioning for activity management.Review of Sales team on insurance product Sales.Activity Planning, Execution and overall management.Secondary RoleOperational Assistance to various mapped branches for logins and issuance.Involvement in doing Business.