Client Acquisition and Relationship Management:

Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to

assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.

Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.

Profiling Customers and providing financial products to meet customer needs.

Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.

To Enhance & Retain customer profitability by capturing a larger share of Wallet.

Ensure profitability of the portfolio: Generate high Income per Customer.

Acquire recent customers who meet product criteria through cross-referral.

Actively network and seek referrals to expand the client base and contribute to business growth targets.





Marketing and Business Development:

Assisting the development and implementation of marketing plans for acquiring current customers in the corporate space and formulate

acquisition initiatives.

This role is to acquire B2C or B2B clientele & build a portfolio thereon.

Acquisition - Assist Head RM in executing successful micro-events for the acquisition of current clients.

Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the

delivery of accurate and compliant investment solutions to clients.

Financial and Product Expertise:

Ensure profitability of the portfolio: Generate high Income per Customer.

Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.

📌 Wealth Manager Ahmedabad
🏢 WOW Softech
📍 Ahmedabad