- Capture at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations.

- Contribute to the overall development and penetration in the region.

- Actively manage clients to ensure continuous trading activity.

- Keep clients informed about market changes and their portfolio performance.

- Drive achievement of personal targets and contribute to consistent revenue growth.

- Promote and sell equity and related financial products.

- Cross-sell other financial offerings to enhance overall client engagement.

- Focus on increasing branch profitability through sales initiatives.

- Build and grow the Margin Trading Facility (MTF) book from clients.

- Ensure consistent monthly growth of the MTF book.

- Activate trading accounts in the system to maximize trading volume and brokerage revenue.





- Guide recent clients to understand market dynamics and facilitate their smooth onboarding.

- Maintain and monitor daily client activity to ensure engagement and trading frequency.

- Ensure timely resolution of client queries within the defined Turnaround Time (TAT).

- Conduct regular meetings with clients to strengthen relationships.

- Reactivate dormant clients and enhance client loyalty.

- Ensure full adherence to compliance protocols and risk management practices.

- Maintain 0-error execution in all processes.

- Maximize the reach and impact of stock calls and investment recommendations.

📌 Manager - HNI, Sales (Surat)
🏢 Bajaj Broking
📍 Surat