- Develop and maintain relationships with high-net-worth clients to ensure long-term engagement.
- Identify potential clients and onboard them through personalized financial solutions.
- Conduct mandatory client meetings to provide financial insights and portfolio updates.
- Ensure client retention and satisfaction through effective service delivery.
Investment Advisory & Portfolio Management:
- Analyze financial information obtained from clients to determine investment strategies aligned with their financial objectives.
- Monitor market trends and economic conditions to provide timely recommendations.
- Regularly review and rebalance client portfolios to optimize returns and mitigate risks.
- Recommend suitable financial products based on client needs and risk appetite.
Revenue Generation & Business Development:
- Achieve set targets for AUM growth, acquisition, and revenue generation.
- Identify and execute cross-selling opportunities for investment products and other banking services.
- Collaborate with internal teams to develop and enhance wealth management offerings.
Compliance & Reporting:
- Ensure adherence to regulatory guidelines and internal policies.
- Maintain accurate client records and provide regular updates to the reporting manager.
- Keep up-to-date with industry trends, financial products, and regulatory changes.
Eligibility:-
* Must be from Wealth management background
* Should not be a job hopper and completed minimum 2years of tenure in last organisation