1.Provide customized solutions to the clients by evaluating their risk assessmentand financial needs.
2.Primary role is to sell broking products i.e. Equities, Commodities &Currencies.
3.Secondary role is to cross sell wealth management products i.e. Mutual Fundsboth equities/debts, NCDs Bonds, Insurance, PMS, structured products etc.
4.Acquisitions of new clients and re-activation of existing clients.
5.Ensuring customer satisfaction by customized and efficient support.
• Innovating and exploring newproducts from time to time to achieve acquisition and revenue targets.