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  • 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 ...

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that customer are serviced well. Ensure that customer trades actively after opening of the trading account

  • The HNI FA will be responsible to increase client base and revenues and track the HNI segment in the market for new client acquisition and deepening existing relationships. Acquire new clients for Demat & Trading accounts through networking, data base and references. He will be responsible for setting the standards in client servicing and delivery, thereby creating a differentiation and a suitable ...

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