To ensure active management of clients & achieve the target active AUM- To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options- To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio- To achieve healthy revenues without compromising on client profitability- To have clear focus on client mining- To conduct regular Client Meetings & update the same in the meeting tracker- To attain maximum reach of investment ideas/stock calls initiated- Keep abreast of the market news, financial trends and current affairs- To attend post result con-calls, analyst meets for improved client servicing.