- Acquire quality clients through networking, database, market intelligence and references from existing clients
- Conduct various activities for client acquisition and retentionMaintain records of business on lead management system
- To ensure that KYC (Know Your Customer) guidelines are properly understood and implemented
- Induct current clients to operate applications related to trading
- Ensure compliance as per various regulator and organization guidelines
- Maintain the brand image of the organization
- Cross sell other financial products offered by the company