| 1. Acquisition of HNI & UHNI clients with a primary focus on broking revenue generation. 2. Recruit, Train & Retain team of HNI RMs and HNI Dealers. 3. Analyze & monitor client’s portfolio and render advisory services for securing high ROI. 4. Execute Cross Sell efforts on Third Party Products (TPP) like MF, PMS, AIF, SP and others. 5. Promote the organization’s research and advisory suggestions to the clients. 6. Submission of periodic MIS reports as per requirements of the business. |