Key Roles Responsibilities Client Acquisition Relationship Management - Acquire recent clients through referrals networking and business development activities- Build and maintain long-term relationships with assigned clients- Understand client financial goals risk profile and investment preferences- Act as the primary point of contact for client interactionsInvestment Advisory Portfolio Support - Provide investment recommendations aligned with client objectives- Assist clients with portfolio construction and asset allocation- Conduct periodic portfolio reviews and suggest rebalancing strategies- Explain investment performance and market movements to clientsBusiness Growth Revenue - Achieve assigned AUM and revenue targets- Identify opportunities for cross-selling and up-selling investment products- Support firm s growth objectives through client acquisition and retentionClient Servicing Coordination - Coordinate with research operations and compliance teams for seamless service delivery- Ensure timely execution of client transactions and resolution of queries- Maintain accurate records of client interactions and servicingCompliance Governance - Ensure adherence to SEBI regulations and internal compliance guidelines- Complete client onboarding KYC and documentation accurately- Maintain confidentiality of client and firm informationMarket Awareness - Stay updated on market trends investment products and regulatory changes- Participate in training programs and internal knowledge-sharing sessions ref updazz com