PARAG SHAH

• Driving PMS & Investiger Business for asset gathering
• Maintaining relationship with existing customers & acquiring new clientele
• Maintaining all the statutory & compliance requirement as per the audit norms
• Sharing of Monthly performance reports to branches & network for further business drive
• Error free execution of trades & maintaining discipline for 80-20 SEBI guidelines for PMS trades
• Conducting webinar's & Seminar with client centric approach helping BM's & RM's to grow business & achieve their targets

· Team building for the new desk setup for the Ultra High Networth Indiviuals (HNI’s).

· Portfolio tracking & market house ideas.

· Portfolio allocation

· Generate returns for the client & brokerage for the company.

· Analyst meet and arrange meetings with companies.

· Meeting clients on regular basis to bulid a stronger relationship.

· Aggressively market stock ideas generated by analyst to the HNI clients and generate revenues by making their investments.

· Give daily updates on the market outlook for the short, medium, and long term perspective.

· Regularly update them for the stocks held in their portfolio.

· Portfolio doctoring is done on every quarterly basis for the key clients based on the house views.

· To give them trading strategies on the leverage positions for intraday or week basis. But the focus is always on achieving investment-based revenues.

· Meet the HNI clients on a bi-weekly basis assuring the smooth flow of communication. Talk to them about the block deal available and valuation scenario based on their liking and risk appetite.