Oversee the day to day operations of stock broking business, Develop and oversee relationship with retail and high-net worth, Conduct comprehensive review of client portfolio and adopt strategies accordingly, ,analysis of portfolios and prepare customized asset allocation and suggestions given based on the risk-return profile, evaluating the domestic and global trends and assessing data to find investment opportunity for suggesting equity & derivatives trading strategy, Promotion of mutual fund schemes through SIP.

Oversee the day to day branch operations of stock broking business, Client acquisition and retention Develop, Business development through appointment of sub brokers, investment advisory to Retail and HNI clients, Recruitment of equity dealers, sales executives, conducting staff orientation and training on investment products, Providing MIS report to the top management.

Oversee the stock broking business of the entire Andhra Pradesh region, Executed strategic plans to speed up the establishment of branches and franchisee across the state of Andhra Pradesh, Conducting initial survey and identify the potential places to establish new branches, Recruitment of manager, dealers, back office staff and sales executives, Coordinating with the Head office, branches and the franchisee to ensure smooth operations, Conducting investors meet at branches and franchisee levels, Monitoring the branches and franchisee performance and implementing strategy for the business development, Involved in client acquisition and retention, Handling of grievance , Increased the branches and franchisee network from single to 15 number within 10 months across Andhra Pradesh, Handled a team of 50 members