- Build and maintain long-term relationships with HNI/UHNI clients.
- Acquire recent clients and generate business through referrals and networking.
- Provide advisory services on PMS, AIF, Mutual Funds, and other wealth management products.
- Understand clients' financial goals and recommend suitable investment solutions.
- Achieve assigned revenue and AUM targets.
- Conduct regular portfolio reviews and provide market updates to clients.
- Ensure compliance with regulatory guidelines and internal policies.
- Coordinate with internal teams to deliver seamless client service.