Hni Delaer

Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region

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

Maintain daily client activity

Ensure resolution of client queries within TAT

Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients

Ensuring complete adherence to Compliance and Risk management, with 0 errors

Attain maximum reach of investment ideas/stock calls initiated