Key Result Areas/Accountabilities 

Supporting Actions 

To manage clients equity portfolios. 

To monitor portfolios on a real time basis for any periodic updates or any other unanticipated events. To re-balance to reflect current market conditions by keeping investment objectives in mind. 

To     provide    the    clients    superior returns than the market consistently. 

To meet client’s return expectations by investing in fundamental sound companies with good governance, strong financials and proven track record. Avoid companies with suspicious management team, inconsistent growth, very high debt etc.  To take support from the research team with required reports and analysis from time to time. To himself spend time on studying companies that are part of client portfolio 

To                     engage                     with clients/prospects/branches/business partners      though     meetings     and concalls. 

To review Portfolios throughout the year by meeting clients and/or via concalls. To review portfolios of prospective clients regularly in order to get new business from them.  To attend calls from branches and other 

business partners. 

To      grow      total      assets      under management (AUM). 

To get top up from the existing clients by providing them with better returns and good service. To get new references from the existing clients by showing our past performance.