The Career Destination
- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Responsible for business development through acquisition of high net-worth clients.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
- Analyze client portfolios and make necessary suggestions.
- Recommend financial products.
- Responsible for identifying customer needs and assessing their risk appetite
- Provide regular updates to the immediate superior as and when required
- Create and enforce plans that will help meet the needs of the customer.
- Revenue Achievement of Revenue Target decided for the year
- Client Acquisition and Client Active Ratio Client acquisition: "X" clients to be added in this financial year Active client: "Y" clients needs to be active
- High Revenue Impact Project HNI Clients Engagement and their Revenue Growth
- USM (Knowledge,Meetings, Reach Ratio and Talk Time)
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