- Acquiring new and prospective customers
- Understanding the requirements of the prospect
- Providing them with advices that helps them to sort out their problems in investment
- Ensuring future business from those prospective customers in the long run
- Maintaining cordial relationship with the existing clients
- Understanding the current needs of the clients
- Designing an investment option suitable to the clients
- Solving at their investment problem and providing advisory services
- Ensuring that the customers are satisfied and maintaining good relationship with them
Ability to generate large sales:
- To build cordial relationship with HNI clients
- To build good network of prospective customers
- To target on those clients willing to take up high speculative trading
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