1) Provide the Advisory to clients for Investment.
2) Maintain Client Relationship and provide them best service.
3) Make Trades in Equity, (Future & Option) for client on behalf of clients.
4) Responsible for all Clients Operation like Risk Management, Settlement etc.
5) Maintain the Clients AUM (Assets under Management).
6) New Client Acquisition from open market
7) To achieve revenue Targets
8) To take initiatives for building brand in the locality
9) To ensure communication of HO strategy to all at Branch
10) To ensure adherence to all compliance as laid down by Risk and Compliance
11) To ensure harmonious relationships with employees
12) To take initiatives to build employee capability