- Acquire recent clients through referrals, networking and business development activities
- Generate new 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