1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to be done monthly with clients to deepen the Client relationship. 3. Ensure adherence to the Compliance process for advice given 4. New to Firm relationship to be sourced on monthly basis with min tic... Read More

1) Responsible for Concept Selling across the region, leveraging Investor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment  to drive product specific agenda 3) To conduct Regular Training... Read More

1. Responsible for maximizing market share through sales by assigned set of distributors 2. Responsible for advising the distributors on suitable product as per the requirement of their customer/Investor 3. Responsible for revenue generation from the assigned distributors 4. Ensure he / she... Read More

Portfolio Management Design and implement customized investment strategies for clients based on their risk profiles, financial goals, and market conditions. Oversee the management of portfolios, ensuring alignment with the clients’ investment objectives and regulatory guidelin... Read More

1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distrib... Read More