Accountable for executing trades on behalf of the HNI / Retail clients, maintaining a high level of accuracy and in turn generating revenue within Way2Wealth. Acquiring and building relationship with HNI’s / Retail customers & to review their investment portfolios, Co-ordinating with the clients for timely settlement of funds, stock delivery and margin calls. Generate business by giving a high Turnover-Volume to the company. To recommend HNI’s on various strategies to be adopted on a daily basis in the Derivative/Cash segment. To handle a part of risk-management of the client as well as the company by updating them about their mark-to-market positions, their net-worth, gross exposure and informing them about the payment of necessary margin requirements as per the fluctuating stock market movements.