 Meet with clients to discuss financial goals, investment timelines and risk tolerance.
 Recommend financial services and products to meet client needs
 Constantly monitor the markets and economy and evaluate how changes in finances can affect taxes and client situations
 Provided solutions for short and long-term financial goals
 Develop prospects from current commercial customers, referral leads, and sales and trade meetings
 Advise a client on whether to buy certain types of stocks, bonds and mutual funds

As Account Officer:
-Pass necessary journal entries & prepare cash trial and bank reconciliation statement and ensure that necessary books of accounts like cash book, ledger etc. are prepared and compare with exchange bank statement.
-Compile & record the revenue statement and reconcile the balance with branch and record the fund transferred from various exchanges and crosscheck with the revenue ledgers and if necessary correspond with the bank.
-Calculate depreciation at the end of each month as per the rates prescribed by the statute and Carry out annual physical verification of fixed assets with reference to the fixed asset register.
-Prepare physical verification report and submit to the management.
-Obtain approval from the management to write off missing, un-serviceable, damaged or condemned assets
-Pass necessary entries in the books of accounts & to prepare the scrap report for the auction.
-Account the unaccounted fixed assets in the books
-Account for the fixed assets acquired through any grant and calculate depreciation on such assets.
-Transfer capital work in progress to fixed asset on completion of project.
-Prepare the details of the fully depreciated assets at the end of the year.
-Supervise the day-to-day task assignments and performance for all Finance management and associates.