Role & responsibilities
- Actively participate in client acquisition and business development activities
- Generate and develop current client relationships through references, networking, and field activities
- Conduct client meetings, presentations, and investment discussions
- Identify prospective clients and convert leads into long-term business relationships
- Build and maintain strong relationships with existing and prospective clients
- Understand client financial requirements and recommend suitable investment solutions
- Conduct regular follow-ups and client servicing activities
- Stay updated with financial markets, investment trends, and asset classes
- Coordinate with operations and service teams for smooth onboarding and execution
- Prepare reports, investment comparisons,
and portfolio-related data using Excel
- Support branch-level business growth initiatives and revenue generation activities
Preferred candidate profile
- 1 to 2 years of experience in Wealth Management / Mutual Fund / Financial Services industry
- Strong interest in client acquisition and relationship management
- Understanding of:
- Mutual Funds - Equity & Debt products
- Insurance products
- Different financial asset classes
- Good communication and interpersonal skills
- Comfortable with field visits and client-facing roles