• Formulating Need Based Plan through a tool “Life Planner” for clients and providing long term investment solutions based on their financial objectives.
• Developing client base by maintaining excellent relationship and providing services.
• Understanding of various investment avenues.
• Driving revenue targets and achieving the desired sales goals.

• Analyze applicants’financial status,credit,and property evaluations to determine feasibility of granting loans. 
• Obtain and compile copies of loan applicants’credit histories, corporate financial statements, and other financial information. 
• Meetwithapplicantstoobtaininformationforloanapplicationsandtoanswer questions about the process.
• Explain to customers the different types of loans and credit options that are available,as well as the terms of those services.
• Stay abreast of new types of loans and other financial services and products to better meet customers’needs. 
• Market bank products to individuals and firms,promoting bank services that may meet customers’needs.  
• Prepare reports to send to customers whose accounts are delinquent,and forward irreconcilable accounts for collector action.