o Regularly generating new business to achieve defined targets in terms of number of customers, volumes and revenue for the premium segment.o Consistently achieved the targets set in terms of the Product Mix.o Understanding the financial needs, determining goals and risk appetite for clients.o Understanding dynamics of the Financial Markets & Alternative Investment ideas, which are shared regularly with clients based on need and appetite of the cliento Ensure that optimal levels of Income generating Product Group Holding are reached and ensure that the Customer Group profitability is achieved.o Increasing the liability size Relationship .

o Identify existing branch customers who meet Imperia program criteria and flag them on the system to upgrade these customers under the Imperia program.o Acquiring, Enhancing, Deepening and Retaining of both new and existing customers.o Regularly interact with the customer to build rapport and understand their profile.o Focus to continually increase the Book Size & Profitability of assigned Portfolio.o Understand client’s business and provide appropriate Working Capital solutions with FX penetration into the portfolio.o Resolve client queries without further escalation

*Managing a team of Sales Managers, Relationship Managers And Dealers *Creating Business Partners and Franchisee network in Delhi & NCR*Facilitating the trading operations starting from order placing till confirmation through trading platforms across various exchanges of India*Steered efforts in monitoring risk management and surveillance in trading with respect to the margins available and open positions on client-to-client basis and calculating market-to-market (MTM), profit or loss on a daily basis and reported the same in case of any shortfall .*A good book and network of 1000 Retail, UHNW & Corporate clients and holding their accounts / investments, valued at Rs 25 crores.*Managing the Asset allocation according to the risk profile of the clients with the right mix of Investment products like Commodity SPOT, NCD’s, Mutual Funds, and SLBM.