- Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire recent clients and grow existing ones.
- Identify cross-selling opportunities for various financial products such as equity, sales, broking, wealth management, demat, HNI services, mutual funds, and field sales.
- Develop a deep understanding of client needs and provide tailored solutions to meet their requirements.
- Meet or exceed monthly targets set by the organization.