Job Purpose:

To meet and understand customer needs and execute trades seamlessly. Disseminate the research calls to customers and sell/ advise for Broking, structured products as well as third party products eg -Mutual Funds, Loans, Health insurance, Life Insurance etc.

Key Result Areas:

To follow the Deal Desk Process Branch Compliance

Key Result Areas
- Supporting Actions HNI / PCG Business Development
- • Leverage existing networks, market databases, references, events, and cold outreach to identify and target potential HNI / PCG clients. Stay informed about market movements and lifestyle shifts to spot opportunities for client engagement.
- • Create structured acquisition plans to penetrate the HNI / PCG segment in the region. Customize your approach for each prospect based on profile analysis, risk appetite, and investment behavior.
- • Conduct in-depth meetings and financial discussions to understand the prospective clients investment goals, risk tolerance, income structure, and liquidity needs. Build a strong rapport to earn their trust and confidence.




- • Advise the clients on their margin’s limits, on mark to market losses, brokerages, margins available etc.
- • To strictly adhere to all risk & surveillance and Deal desk processes.
- • To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort.
- • To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet.
- • To ensure documentation formalities like KYC, profiling of new clients with all the

Customer Management
- To ensure all recent clients start trading within 7 days of account opening.
- To ensure that all efforts are taken to introduce the customer to the online mode of trading by way of demos, and first login hand holding.
- To ensure end-to end seamless and single point service to the customers, to win and maintain his trust
- To ensuring specific number of clients (as

📌 Equity Dealer || PCG Dealer || HNI sales RM || (Mumbai)
🏢 Aditya Birla Capital (ABCL)
📍 Mumbai