Managing UHNI and HNI clients. Investment advisor, making clients investment decisions easy by providing right advice in a timely manner. Expertises is Mutual Fund, PMS, AIF, Offshore AIF, MLD, Domestic Bonds and International Bonds.

Coordinating and conducting sales of Mutual Fund products offered by LIC Mutual Fund through different channel partners like, Mutual Fund Distributor channel, Banking channel, National Distributor channel and Regional Distributor channel. Arranging online and offline product or process knowledge sessions for Mutual Fund Distributors. Conducting branch meets for employees of different Banking channels to update about the current market scenarios and latest changes in regulatory norms like changes in KYC norms.

A client relations officer is responsible for handling walkin clients (investors and distributors), clearing their query on various aspects of investments, brokerages, specifications of various MF schemes, scheme suggestions based on investor financial goals and finally proper documentation of transactions and other important documents as proposed by regulatory authorities. Also conducting educational/knowledge building sessions for channel partners where the latest updates from the market regulators are discussed and explained.

Basic banking operations like transaction processing, account opening, processing customer service request and walk-in customer servicing.