KRUNAL PARMAR

Current Job descriptions.

Branch Profitability. ( Across all the products.)

New Client acquisition at branch level.

New revenue generation for branch business development.

Business partner acquisition.

To Increased client penetration in Mutual Fund Segment.

Commodity business henchmen.

To increase SIP Book size of the branch year on year.

To conduct the outdoor events on regular intervals.

PMS/AIF.

MTF Business.

Quality Assurance.

Morning hurdle meetings with team.

Staff recruitment.

Compliance & risk management.

To sell LAS (Loan Against Securities).

• Job description
• Revenue generation on daily basis from allotted clients.
• To manage risk of client position in all segment.
• To floating mis to team of their targets and achievements.
• To provide privilege services to pgc clients.
• To doctrine clients portfolio on regular interval.
• To organize outdoor events for business development.
• operational work.
• account Acquisition.
• maintaining Excels.
• To conduct online webinars.
• To enroll clients for tpp mutual fund and managed products of company.
• Quality Assurance.
• Technical Presentations.
• Account Acquisition.
• Revenue generation & Risk Management..
• PCG client servicing.
• Maintain excel operational work to organize out door events business development.
• To sell LAS(loan against securities) and ipo PM's also.