Role & responsibilities
- Identify and engage with existing and prospective client segments to generate recent business, increase net sales, and grow Assets Under Management (AUM).
- Develop and implement effective business plans and strategies to achieve sales and growth objectives.
- Focus on reactivating inactive clients through regular follow-ups and relationship management.
- Deliver comprehensive wealth management solutions to HNI clients by showcasing a wide range of investment products, including Mutual Funds (MF), Portfolio Management Services (PMS),and debt products.