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.