- To follow daily and weekly preventive maintenance schedules.

- Management of manpower and material required.

- Work on leads given by the bank.

- To handle customers for their complaints and give them proper guidance.

- Identifying & Appoint potential Insurance Consultants or Advisors

- Driving business targets through Insurance Advisors

- Coaching and preparing advisors for higher productivity

- Managing monthly and weekly meetings with advisors to discuss our plan to achieve the target.