Acquiring high value relationships into the HNI Broking vertical (EQUITY). 

Managing Large Trader Clients/Big Ticket size Client Acquisition & service. 

Managing relationship of Super HNI/HNI clients, retaining & enhancing advisory services. 

o generate revenue from existing customers mapped and from new Execute cross sell efforts as per focus of the organization at any given point in keep one self-updated on the financial markets and in advisory products / services in particular. 

Acquire quality clients through networking, data base and market intelligence Generate Cross Sell revenue through Financial Planning. 

Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. 

Conduct activities for Client Acquisition, revenue generation and Financial Planning. Ensure compliance as per various regulator and organization guidelines. 

Maintain the brand image of the organization. Other Job Responsibilities Market Intelligence - Identify potential threats and opportunities.

Maintain a congenial work environment. Maintain the brand image of the organization. Job Specification Experience 1 year or more experience in direct sales of Demat Account Qualification Graduate and above