Brijesh Bhavsar

• Acquire new clients through a personal network, referrals, leads, and direct outreach.
• Develop and maintain strong, long-term relationships with existing clients.
• Understand client goals, risk profile, and investment preferences to provide suitable solutions.
• Understand client goals, risk profile, and investment preferences to provide suitable solutions.
• Conduct periodic portfolio reviews and proactively advise clients on rebalancing portfolios.
• Share actionable market insights, research-backed trading ideas, and investment recommendations.
• Educate clients on platforms, tools, and market trends to enhance engagement and self-trading capabilities.
• Meet or exceed monthly revenue targets through brokerage, product cross-sales, and increased client trading activity.

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• Provide strong leadership and guidance to the team of Relationship Managers on their KRA’s
• Set clear performance goals and targets, and monitor individual and team progress.
• Conduct regular team meetings to communicate updates, strategies, and performance expectations.
• Motivate and help team members to achieve their sales and business objectives.
• Identify training and development needs of the team and provide coaching and support as required.