- New client acquisition, building new relationships and increasing depth in existing relationships with clients.
- Selling online broking accounts- Demat account, trading account.
- Identifying customer needs, assessing their appetite and providing them investment options.
- Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
- Achieving targets as assigned by the organisation on a monthly basis.
- Migrating offline clients to do online trading.
- Regular updates to the immediate superior as a when required.