Acquisition of new HNI/Affluent clients for Equity & Derivatives Segment. Executing trades during markets hours through terminal.
Maintaining healthy relationships with all the potential clients.
Creation of revenue & Activation of clients through effective Advisory.
Cross selling of other products like Structured Product, AIFs, Funding, Mutual fund, PMS &, Insurance.
Handling Queries & complains of client's & solving it within TAT.
Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.
Edelweiss is a complete financial services firm, evolved over the years from a boutique... investment bank. We have built a strong presence across verticals in the equity capital markets, financing, asset management and now retail business. Read full description