Lead Corporate taxation - Direct, In-direct Taxes, manage remittance to the government and co-ordinate with the Auditors for audit and inspection.Responsible for Direct & In-direct Taxation, Tax Assessment, AuditMIS to be...

Handling Equity portfolios & Dealing of HNI & Corporate ClientsIdentify needs, risk appetite & provide investment optionsAchieve revenue without compromising client’s profitability & Compliance Regular updat...

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisi...

Increase client base, revenue and market shareIncrease base of UHNI, Large Self Trader clients and corporate customersEnsuring Dealer ProductivityManage relationships across set of clientsProfitability from Cross Sell ABC’s...

Implement integrated plan for wealth enhancement for HNI / UHNI clientsDeliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relatio...