1. Responsible to generate brokerage primarily through advising clients on their equity portfolios which are sourced by RM’s and self-source

2. Cross selling of third party investment products

3. 90% touch base of total mapped clients & along with 120 minutes daily average talk time

4. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business

5. Will need to be constantly updated with the market knowledge

6. Ensure all the activities are in adherence as per compliance and risk.

5. Keeping the clients updated on their orders