1. Connecting with potential investors through calls, WhatsApp, social media, and referrals 2. Assisting clients in understanding SIPs, mutual funds, and basic investment concepts 3. Generating and maintaining investor leads and follow-up records 4. Supporting the onboarding process and documentation of new clients 5. Coordinating meetings, webinars, and investor awareness sessions 6. Assisting in client relationship management and regular follow-ups 7. Creating finance-related content for WhatsApp, Instagram, and other digital platforms 8. Promoting investment awareness campaigns and financial products 9. Conducting basic market and mutual fund research 10. Updating CRM/database and preparing daily activity reports 11. Supporting the team in business development and client acquisition activities 12. Learning practical wealth management and financial advisory processes