Sales Specialist/Domain Knowledge: Build Bottom Up and Top Down knowledge on Indian Equity Markets. Build own Sector/Stock Depth by listening to Analyst Calls/Mgmt Meetings.
Account Management: Know your client’s investment style, Portfolio holdings, PM & Analyst Teams, and do customized sales service. Main goal is to be Top 5 in Client Rankings in Broker Review.
Positioning: Be seen as a trusted advisor. As an Extended/Shared PM for your top clients
Platform Sales: Sales is the channel to deliver the firm. India Research, Global Research, Corporate Access, Trading/Blocks.
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