·        Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.

• Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.

·        To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor.

·        Regular meetings with Active clients, converting the dormant clients into active Clients.

·        Regular Regional visits for HNI client meetings, seminars/events.

·        Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products & others).

The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references