Key Responsibilities
Handling and Servicing Existing HNI Clients for Advisory/PMS and AIF Products:
Act as the primary point of contact for high net worth individual (HNI) clients.
Provide personalized advisory services and wealth management solutions based on clients' financial goals and risk profiles.
Coordinate with portfolio management services (PMS) and alternative investment fund (AIF) teams to ensure smooth servicing of client accounts.
Conduct regular portfolio reviews and performance updates for existing clients.
Lead Generation and Sourcing of Recent Clients and Accounts:
Proactively identify potential HNI clients through various channels such as referrals, networking, and market research.
Collaborate with marketing and sales teams to generate leads and convert them into active accounts.
Arranging Client Meetings with Fund Managers on Regular Intervals:
Coordinate and schedule meetings between HNI clients and fund managers for investment discussions and updates.
Ensure timely communication of investment strategies, market insights, and performance reports to clients.
Facilitate productive discussions to address client queries and concerns regarding their investments.
Managing Events with HNI and Ultra HNI Clients with AMC Support:
Plan and organize exclusive events and seminars for HNI and ultra HNI clients in collaboration with asset management companies (AMCs).
Reviews of Client Existing Investments on Regular Basis:
Conduct thorough reviews of clients' existing investments to assess performance, risk exposure, and alignment with financial objectives.
Support and Servicing to Existing Branches and Sub-brokers:
Collaborate with branch managers and sub-brokers to address client inquiries, resolve operational issues, and facilitate seamless service delivery.
Provide training and guidance to branch staff and sub-brokers on product offerings, sales techniques, and client management best practices.