- Meet the Revenue targets for self and assigned team
- Proposing Asset allocation/Portfolio maintenance/Review of portfolio, Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity
- Have sales hurdle with the team & make sure a continuous interaction is carried among the team members & solve all related problems of the Premier Wealth Managers
- Ensure regrettable attrition is under control
- Coach & train Premier Wealth Managers on all products.
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