Profile - TL Head ( 6 to 7 RM will be reporting to you)
- Generation primarily through advising HNI clients on their Equity & Derivative portfolios.
- New client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance as per assigned targets of RM.
Key Deliverables
- Ensure timely advice to customers for Equity and Derivative markets.
- Portfolio Review to be done monthly with clients for deepening the Client relationship.
- Ensure adherence to the Compliance process for advice given.
- One New to Firm relationship to be sourced on a monthly basis
