o To acquire customer for Equities (Demat/Trading accounts)
o To do cross selling for other financial product like - Mutual Fund, PMS, IPOs, Insurance.
o To achieve sales & customer acquisition target
o Planning and execution of sales promotional strategies.
o Providing Advisory services to the prospects.
o Undertake prospects servicing of Clients through various avenues (Mailers, SMS and Meetings).
o Generate Equity Business and maintain strong client relationships.
o Creating new avenues for increasing client base and revenue.