Key Responsibilities
Manage a portfolio of 100–300 assigned clients — proactive outreach, relationship maintenance, and annual financial reviews.
Conduct structured portfolio review calls and meetings, presenting performance summaries and recommending suitable rebalancing.
Identify and execute upsell and cross-sell prospects — additional SIPs, goal-based investments, and recent product categories.
Track and reduce client attrition — flag at-risk clients early and take corrective action.
Coordinate with the operations team for seamless transaction execution post-client instruction.
Maintain detailed call logs and follow-up records in CRM; ensure 100% touchpoint coverage for the assigned book.