* Advising clients on Equity, Derivatives, currency & commodity Markets. * Individually handling clients with the book size of 25 lacs & above. * Creation of revenue & Activation of clients through effective Advisory. * Cross selling of other products like Mutual fund, PMS, Insurance. * Handling Queries & complains of client's & solving it within TAT. * Acquiring new clients & retaining the old clients by periodic meetings. * Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. * Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.