2. Maintaining the relationship with the customers 3. Retention of customers 4. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes 7. Cross sealing below product to clients. Demat and trading accounts Mutual Funds, PMS MFs, SIP,