Key responsibilities:

1. Meeting new people and understanding their financial life goals
2. Suggesting appropriate financial solutions amongst the available options - mutual funds, insurance, fixed deposits, etc.
3. Creating and maintaining all communication with the client for a reliable professional relationship
4. Developing good reading habits so as to be informed about current markets/financial industry and to actively participate in discussions for a connecting relationship within the organization team and clients
5. Adhering 100% towards compliance and regulations
6. Learning extraordinary listening skills to understand the client's requirements and taking necessary action on it

2