1.To develop and manage relationships with High net worth clients in order to provide them
with investment products and services in line with their risk profile
2. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on UHNI and HNI segments to achieve targets.
3· Responsible to manage team of Equity dealer / equity advisors & generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
4· Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
5· Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch 6. To continuously track market trends and customer requirements and help the product