A- Minimum required Accountabilities for this role

- Drive AUM growth, cross-sell, and revenue generation through existing and recent client relationships.
- Acquire new clients through referrals, networking, and targeted outreach.
- Achieve defined business and productivity targets.
- Stay updated on market trends, product developments, and investment opportunities.
- Participate in investor awareness sessions, client events, and market discussions.
- Understand client goals, risk appetite, and financial needs to recommend suitable investment solutions.
- Offer advisory across:

o Mutual Funds & Fixed Income o Broking & Insurance o Structured Products & Alternate Assets
- Conduct regular portfolio reviews and market updates with clients.
- Build, manage, and grow long-term relationships with HNI and affluent clients.
- Act as the primary point of contact for clients across investments, portfolio reviews, and service needs.




- Deliver a high-quality, personalized client experience at every touchpoint.
- Ensure all activities are conducted in line with regulatory guidelines, internal policies, and suitability norms.
- Maintain accurate documentation and client records.

B- Additional Accountabilities pertaining to the role
- Track market trends and provide advisory insights to clients
- Coordinate with product and research teams for tailored investment solutions
- Technology adoption to enhance client servicing, streamline portfolio management in a digital-first environment.
- Maintain accurate client records and documentation
- Support digital adoption and wealth platform usage among clients
- Participate in client engagement events and investor awareness initiatives

📌 Relationship Wealth Manager (Ahmedabad)
🏢 SKILLVENTORY
📍 Ahmedabad