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Find and acquire new retail, High-Net-Worth Individuals (HNIs), or institutional clients. Pitch and sell mutual fund schemes, SIPs, and other wealth products to meet monthly and yearly targets. Generate fresh leads through referrals, networking, and direct outreach. Analyze customer asset allocation and risk profiles to suggest suitable mutual fund products. Help clients align their short-term and long-term financial goals with the right fund schemes. Provide regular market updates, fund performance sheets, and portfolio reviews. .