* Meet the Handling Managers
* Meeting with Client
* Coordinating with Claims Team for Our New product
* Issuing of Cover Note Book to Customer and corporate Clients.* Acquisition of new HNI clients for Equity, Derivatives, currency & commodity Markets.
* Maintaining healthy relationships with all the potential clients.
* Creation of revenue & Activation of clients through effective Advisory.
* Cross selling of other products like Mutual fund, PMS, Insurance.