Role & responsibilities
Responsible for acquiring preferred clients (Affluent & Super Affluent).
Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio.
Deepening the wallet from existing clients.
Track the Affluent & Super Affluent Client segment in the market for recent client acquisition.
Research, investigate and update themselves on available investment prospects/financial market trends.
Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients.
Conduct and assist in organizing seminars, workshops and other business development activities.