Roles and Responsibilities
Manage relationships with High Net Worth Individuals (HNIs) to acquire current clients and grow existing ones through various financial products such as Equity, Mutual Funds, Capital Market, Financial Services, etc.
Identify potential investment prospects for HNI clients by analyzing their risk tolerance, financial goals, and liquidity requirements.
Develop customized investment strategies tailored to each client's needs using a range of asset classes including equities, fixed income securities, commodities, real estate investment trusts (REITs), mutual funds, exchange-traded funds (ETFs), structured products etc.
Monitor market trends and economic indicators to stay updated on industry developments that may impact client portfolios.
Provide regular performance reports to clients highlighting returns generated by their investments.