 Developing and Managing team.

 Make strategic planning to grow Business for the all B2C & B2B Branches.

 Advising clients on profitable Investment opportunities for Equity, Commodity and currency

products

 Keeping in touch with customers through personal visits, telephone calls and correspondence.

 Creating cross sell and up sell opportunities.

 Identifying, acquiring, developing and maintaining customer relationships.

 Delivering excellent customer support.

 Planning projects and activities systematically in line with business priorities.

 Maintaining up to date knowledge of competitor activity, products and services.

 Attending and contributing at sales meetings.

 Measuring customer satisfaction levels.

 Answering product related questions from customers.

 Taking on complex customer issues and resolving them.

Core Responsibilities:-

 Managing team and its activities

 Responsible for developing and increasing overall market share across all the segment

 Identifying prospective and generating business from the existing & new clients thereby

achieving business targets

 Individual HNI clients sales target

 Make strategic planning to grow business & managing relationships with HNI clients &

retail clients

 Negotiating mutually profitable Investment opportunities with clients by creating cross

sell and up sell opportunities

 Planning projects and activities systematically in line with business priorities.

 Attending and contributing at sales meetings

 Measuring customer satisfaction levels