Managing customer needs, advising investment portfolio and handling client servicing. Achieving stated goals of the company by conducting customer sales interviews, cross selling and up selling company s products services. Participating in customer retention program by making customer retention calls regularly, both in person and/or by telephone contact. Ensuring workflow efficiencies and customer service excellence. Monitoring the performance of personnel to ensure a productive work environment.Processing customer transactions, answering customer queries and providing detailed information on the products. Building awareness among customers with special emphasis on flexibility, ease of operations, safety and security on the company s diversified range of products to meet client requirements.