Attract and acquire new clients
Analyze clients’ financial needs, goals, risk profile and investment horizon
Advise clients regarding the advantages and disadvantages of different investment strategies and help them develop their financial resources through investment, savings, insurance, pension and tax products
Create, implement, and continually review a financial plan designed to help clients 
            pursue their long-term goals
Help a client to buy financial products such as insurance, mutual funds and home loans that fit in with their individual financial plan
Meet revenue targets for the month.
Achieve client satisfaction and loyalty through excellent service