Key Responsibilities
Acquire current clients in the Affluent & Super Affluent segment through open market and existing network.
Build and manage a robust portfolio of high-value clients.
Maintain relationships and grow AUM by cross-selling financial products.
Provide investment advisory services based on client risk profile and financial goals.
Track and identify potential clients in the target segment for recent business acquisition.
Stay updated on financial markets, investment products, and industry trends.
Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.
Conduct and support seminars, workshops, and other business development initiatives.
Deepen client engagement to increase wallet share and overall portfolio value.