Identify and convert prospects through referrals, networking , and targeted outreach.
Understand each client's financial goals and risk appetite , then inform about various financial products and services.
Monitor client holdings regularly and proactively suggest restructuring based on market conditions.
Share timely market intelligence , order updates, and investment insights.
Ensure KYC and regulatory requirements are met from day one.
Handle queries and complaints with urgency.
Coordinate with research , operations , and compliance , among others to deliver a seamless client experience.