Broking - Team Member-Asset

·         To manage the third party product

·         To manage the relationship with HNI clients & Ultra HNI clients.

·         To implement relevant strategic & tactical management initiatives.

·         To support the channel by assisting them with timely reverts on their MIS related queries.

·         To analyze and to generate relevant reports and outputs which impact business decisions

·         To manage product related MIS & analytics.

·         To be a key driver in TPP Team and generate important reports.

·         To assist the region to meet the product targets.

·         Portfolio analysis for existing & prospective clients.

·         Regular training of Broking RM’s & dealers.