- Client Acquisition (NTB): Source recent-to-book clients across the wealth and investment segment. Identify opportunities through market intelligence, referrals and networking to build a healthy client pipeline.
- Portfolio Management: Manage and deepen relationships with the existing client portfolio. Conduct regular engagement and portfolio reviews to ensure client satisfaction, retention and growth in wallet share.
- Investment Advisory & Product Structuring: Understand client risk profiles and financial goals; recommend suitable products across the product suite. Structure proposals aligned with client needs and regulatory guidelines.
- Compliance & Documentation: Ensure all client onboarding, KYC and transaction documentation is completed accurately and on time, in line with SEBI/regulatory and internal compliance norms.
- Portfolio Hygiene: Ensure timely renewals, tracking of maturities and premiums,
monitoring of client accounts, and maintain a high-quality book with minimal drop-offs or lapses.
- Cross-Selling: Identify and capitalize on cross-sell opportunities across the full product suite to maximize client value and revenue per client.
Desired Candidate Profile
- Graduation in Finance, B. Com, or a related field (mandatory).
- Postgraduate degree in Finance, Commerce, or a related field an added advantage.2-4 years of relevant experience preferred. Freshers may also apply with relevant educational background
- NISM Series V-A (Mutual Fund Distributors) certification added advantage/bonus.
- Strong understanding of investment products, client suitability and risk profiling.
- Excellent relationship management and communication skills.
- Proven ability to drive sales targets while managing client risk and compliance.