Building & Developing client Relationship.
Developing Margin Funding book
Business development through advisory services
Achieving Revenue targets
Adhering to compliance
Key Performance Indicators Acquire 2 HNI clients per month (Min Margin of 10 lacs)
Identify large traders/investors from his region & onboard them.
Getting a larger wallet share of the client.
Recommend stocks from our Research basket & Advise client on their portfolio.
Generate revenue min. 3X cost.