Handling NRI Clients and Achieving Revenue:
Manage NRI clients and achieve revenue through broking of Equity, Derivatives, Commodity, Currency, and cross-sell products like Mutual Funds, PMS, and AIFs to existing acquired NRI clients from Dubai and other offshore locations.
Client Acquisition and Relationship Management:
Acquire clients through Demat sourcing, enhancing, and upgrading client relationships.
Profile clients and suggest financial products (Equity) based on their risk appetite and needs.
Acquiring new clients through referrals from existing clients.
Investment and Wealth Management:
Coordinate with clients daily for investment in Equity and other wealth products like Mutual Funds, PMS, SIPs, AIFs, etc.
Help clients execute trades online and place orders on their behalf.
Revenue and Client Profitability:
Achieve healthy revenues without compromising on client profitability.
Activate inactive clients through regular follow-ups and communication.
Client Communication and Support:
Regularly follow-up with clients to handle queries and provide support.
Market Awareness:
Stay updated with micro & macroeconomic indicators, global and domestic financial markets, and their impact on stock movements.
Client Acquisition and Management:
Responsible for acquiring and managing new NRI and HNI clients.

RM / Senior RM NRI Desk, Equity Broking