Dealer / Rm Would Be Working for the Development and Growth.
Responsible for Achieving Business Targets Set for Self and of Dealer
mapped to Him for the Respective Year.
Maintain Relationship with Allotted Clients By Proactive Advisory
and Prompt Support Services.
Dealer / Rm Shall Inculcate the Culture and Values in the Word And
spirit and Should Make all Efforts to Support the Growth of Brand
all Cross Selling Products such as Mutual Funds / Ipos / Debt Are
available to Branch and Efforts Should Be Made to Market All
products Irrespective of Weight Age in Goal Sheet or Incentive
Dealer / Rm Shall See that Systematic Trading Approach And
margin Collections are Supervised At Micro Level.
as We are in Clientele Business, Customer Delight Should Be Top
most Priority of Branch Manager, Relationship Manager and The
as An Organization, Our Endeavor Should Be to Comply with All
guidelines / Rules Issued from Various Authorities from Time to Time.
lapses On Any of the Compliance Which Warrants Any Penalty To
organization Would Be Seen Seriously.
Dealer / Rm Shall a Role Model for Implementation of All
organizational Policies and Practices.
Timely Updates of Client’s Email, Mobile, Address, Aadhaar &
other Details to Avoid Client Suspension.
Nfo/ofs/ipo Business Minimum 25% Business from Mapped