Execute orders on behalf of clients based on their investment preferences and strategies.
Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios.
Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company.
Acquire new clients while maintaining and building strong, lasting relationships with existing clients.
Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement.
