* Portfolio Management: Manage client portfolios effectively, ensuring consistent capital growth and diversification.

* Client Advisory: Provide tailored financial solutions to clients based on their needs and goals.

* Client Acquisition: Actively reach out to potential clients, conduct calls, and schedule meetings or appointments.

* Sales Strategy: Implement aggressive and dynamic selling techniques to achieve and exceed sales targets.

* Customer Relationship: Build and maintain long-term relationships with clients to foster trust and repeat business.