- Develop and deepen relationships with Burgundy RMs mapped to him/her.
- Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Broking business.
- Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generation and NDPMS conversions from the RM base assigned.
- Single point of contact for all sales and service related queries for the assigned Burgundy RM base.
- Open market acquisition of HNI Broking, NDPMS and TPD clients.