1. Identifying and acquiring new clients, including HNI investors, business owners, professionals and retail investors.
2. Developing and maintaining solid relationships with existing clients.
3. Generating business through client references, networking, cold calling, field visits and other marketing activities.
4. Promoting Demat and Trading Accounts and relevant financial products and services offered through authorized business arrangements.
5. Developing business opportunities in Equity, Derivatives, Commodity Trading, Mutual Funds, Government Securities and Bonds.
6. Identifying suitable prospects for PMS and AIF products and coordinating with the appropriately authorized service providers.
7. Achieving assigned monthly and quarterly client acquisition, brokerage revenue and business development targets.
8. Conducting regular client meetings, follow-ups and portfolio engagement activities.
9. Maintaining proper records of leads, client interactions, business development activities and follow-ups.
10. Ensuring compliance with company policies and applicable SEBI, exchange and other regulatory requirements.