1. Promote and introduce a comprehensive range of financial products, including Mutual funds, equity trading, IPOs, Bonds, Portfolio Management Services (PMS), and National Pension Scheme (NPS) to potential clients. 2. Coordinate and participate in financial awareness seminars, investor meets, and online webinars organized by the firm. 3. Utilize marketing materials and digital channels provided by the firm to generate new leads and build strong client relationships. 4. Assist clients in understanding diverse wealth creation strategies and investment schemes tailored to their financial goals.