•Client acquisition – HNI/UHNI/PCG
•Active management of clients to – maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth
•Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability
•Responsible for building MTF book from clients, ensuring book growth every month
•Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market
•Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients
