1. To acquire customer for Equities (D-Mat/Trading accounts)
2. To do cross selling for other financial product like :- Mutual Fund,PMS, IPOs, Insurance.
3. To achieve sales & customer acquisition target
4. Planning and execution of sales promotional strategies.
5.Providing Advisory services to the prospects.
6.Undertake prospects servicing of Clients through various avenues (Mailers, SMS and Meetings).
7.Generate Equity Business and maintain strong client relationships.
8.Creating new avenues for increasing client base and revenue.