Responsibilities:Responsible for the overall distribution of Third Party Products in and around the region to achieve the set target for the branch.Creating and managing long-term relationship with the HNI's,Institutions, Trusts - Educational /Charitable and retail clients to provide the financial investment solutions.To increase the franchisee network in and around Dehradun and adjoining areas like Rishikesh,Roorkee,Saharanpur,Vikasnagar, Kotdwar etc and regular visits to enhance the relationship for further development.Handle primary market services like bidding at Stock Exchanges for the Public offers through Book Building method.Responsible for increasing the new client base in the branch both in demat as well as broking accounts.Handle the overall operations of Mutual Funds its MIS reporting/Fixed Deposits / RBI Bonds,its processing,follow-up and feedback/ Audit - compliance under SEBI's rule /PF Trusts and Corporates Investments etc.Accomplishments:Successfully handled and managed the IPO's of NHPC,SJVN,Central Bank of India,United Bank of India by opening the demat accounts of the employees and customers where a new client base has formed and relationship has been maintained.Developed and implemented Automatic - System Generated Reporting for Clients for their various MIS requirements.Liaise with government Units like NHPC, ONGC, Doon School , UPCL ,and Top Schools and Colleges in Dehradun for retails investment / SGL and Corporate Accounts.Contributed in additional business growth through cross-selling and increasing the awareness among the investors through investor meets etc. and took initiatives for the development of new products in the branch like NPS , Mutual Fund online trading.Successfully directed and mentored a team of 04 staff and 22 frnachisee partners (covering more than 6 districts).