- Advising HNI/Ultra HNI clients on currency & commodity products.
- Individually handling clients with the book size of 25 lacs & above.
- Creation of revenue & Activation of clients through effective Advisory.
- Coordinating with clients for their daily trades in Commodity & Currency.
- Help customers to Execute trade online and place orders on behalf of customers.
- Advising clients with requisite information regarding the market condition.
- Activating inactive clients through regular follow up.
- Regularly following-up with clients and handling their queries.
- Achieving the Business target assigned in Terms of, generating revenue, acquiring clients,