Acquiring high value relationships into the HNI Broking vertical (EQUITY & Sales).
Managing Large Trader Clients/Big Ticket size Client Acquisition and service.
Managing relationship of super HNI clients, retaining and enhancing advisory relationship
Managing relationships of HNI clients, retaining and enhancing advisory relationships.
To generate revenue from existing customers mapped and from new clients.
To execute cross sell efforts as per focus of the organization at any given point in time.
To keep one self-updated on the financial markets and in advisory products / services in particular.
KARVY, is a premier integrated financial services provider, and ranked among the top five in... the country in all its business segments, services over 16 million individual investors in various capacities, and provides investor services to over 300 corporates, comprising the who is who of Corporate India. KARVY covers the entire spectrum of financial services such as Stock broking, Depository Participants, Distribution of financial products - mutual funds, bonds, fixed deposit, equities, Insurance Broking, Commodities Broking, Personal Finance Advisory Services, Merchant Banking & Corporate Finance, placement of equity, IPOs, among others. Karvy has a professional management team and ranks among the best in technology, operations and research of various industrial segments.| Read full description