Advisor - HNI/Equity Sales (5-10 yrs)
- Focus on increasing the MAPPED client base and turnover and revenue from the Burgundy and Private clients.
- Cross sell of Third Party Products.
- Ensure client profiling is done and accordingly house calls and other information is passed to the mapped clients.
- Client meetings and deepening client relations with the mapped clients.
- Read research report / attend research calls .
- Follow compliance at every stage.
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