* Advising clients on Equity & Derivatives.
* Individually handling clients.
* Creation of revenue & Activation of clients through effective Advisory.
* Cross selling of other products like Mutual fund, PMS, Insurance.
* 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