The Groups principal activities are to provide brokerage and financial services. It includes mutual funds, fixed deposits and government bonds. The Group is a corporate agency of life insurance and commodities.
- Responsible for business development across products like Equity,PMS, On-line Product, etc.
- Make presentations, seminars to investor groups / Corporate Clients.
- Ensure franchisees are provided with proper business support in related activities.
- Required to oversee performance of the entire team and ensure clients properly serviced.
- Preparing the MIS report of the team & sending it to the branch head.
- Ensure that the compliance and operations of the entire team is as per company's policy.
- Motivating the team members and team building on an on going basis.
Achievements and demonstrated abilities:
- Achieve the team target set by company every month on a quarter basis.
- 4 out of my 8 team member including me getting incentive almost every month.
Arranged a seminar for investor groups in last Feb-2008 after market crash.