- Relationship Management: Build and maintain strong, long-term relationships with existing members. Act as the primary point of contact for member inquiries, feedback, and support.
- Business Development: Identify and pursue new member acquisition opportunities. Develop and execute strategies to grow the firm's equity member base, including attending industry events and networking.
- Member Education: Provide members with up-to-date information on market trends, new products, and investment strategies. Conduct presentations and workshops to enhance member understanding of equity markets.
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