· Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. · Develop new clients and retain client customer base. · Client Relationship Management · Responsible to generate brokerage primarily through advising clients on their portfolio · Develop and maintain a long-term relationship with customers to maintain a high level of retention of client base · Drive focus on generating new business/client base Product Knowledge · Keep abreast with the market knowledge and market intelligence. · Responsible to ensure all activities are in adherence as per Compliance framework. Provide information and regular updates to immediate manager.