- Acquire new clients through referrals, networking and business development activities.
- Generate recent traded accounts and build a strong acquisition pipeline.
- Identify opportunities to increase market penetration within the assigned territory.
- Drive client activation and business engagement.
- Develop and maintain long-term relationships with clients.
- Conduct regular meetings with prospective and existing clients.
- Understand client financial goals and provide suitable investment recommendations.
- Ensure superior client servicing and retention.
- Generate revenue through equity and wealth management products.
- Promote PMS, Insurance, Mutual Funds, MTF and other approved investment solutions.
- Identify opportunities for cross-selling and up-selling.
- Grow client assets and increase wallet share.