Responsibility: • Be an advisor and facilitator to HDFC retail branch network in the region. • Build private banking book in the Region by enhancing the Quality of asset under management.• Achieve individual Revenue Targets.• Acquire new private banking clientage from references and branch/business banking leads.• Help clients in their Asset Allocation and extending wealth management solutions. • Help Retail branches in acquisition of corporate and H.N.I Clients. • Investment Advisory – Mutual Funds, Equity PMS, P/E & Direct Equities, Derivatives, Insurance (Life) Structured Products• Advisory – Real Estate, Estate Planning – Trust and Will services (Preparation and Execution).

Responsibility: • Responsible for relationship handling with the National distributors and selective regional distributors and promoting all the UTI MF products with these relationships across Punjab.• Achieve Target AUM/Market Share.• Retain and improve profitability through more equity based AUM.• Developing the relationships, capture new opportunities proactively and activate the channel in all product categories. • Responsible for the qualitative facets including the brand building efforts and events.• Responsible for promotion of Structured Products, PMS, FFO, NFO and other campaigns like US-64/ARS Bond conversion. Also responsible for building aum through SIP campaigns.• Earlier for one year was responsible for handling Pvt/Fgn Banks & National distributors in Surat.

Responsibility: • Acquiring and building relationship with HNI clients • Analyzing various sectors and companies through research reports and advising clients on trading and investment calls according to their risk appetite.• To act as a single point of contact between the client and the company• Handling and training a team of 3-4 Management Trainees on new account acquisition and activating dormant accounts.