Analyse 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 networth clients - Mandatory numbers of meetings with clients to keep them updated with the current market scenario - Analyse 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 custome ref updazz com