•New Client Prospecting - Through cold-calling, appointments, reference etc.
•Explain about the Company, its products & services to existing clients & prospects
• Promote investments in Equity products, Currency trading, Mutual Funds, Insurance, PMS & AIF..
• Update clients with Research Reports on Equity, new MF Schemes, NFOS, IPOS and on market trends.
•Cross Sell to existing clients
•Keep regular contacts with the clients of the branch through telephone calls and meetings.