Role & responsibilities

. 1.Client Acquisition and Relationship Management
- Identify, prospect, and acquire new clients, including High Net-Worth Individuals (HNIs), Family Offices, and Institutional clients
- Build, nurture, and sustain long-term relationships with both new and existing clients and key stakeholders, such as stockbrokers, distributors, and Registered Investment Advisors (RIAs)
- Understand clients' investment objectives, risk appetite, and financial goals to offer tailored ETF and passive investment solutions

2. Product Knowledge and Sales
- Attain deep expertise in Exchange-Traded Funds (ETFs), index funds, and passive investment strategies
- Present and explain the benefits, risks, and features of ETFs and other passive investment products to clients

3. Market Intelligence and Competitive Analysis
- Monitor and analyse trends in capital markets, ETFs,



and the broader investment landscape to provide actionable insights
- Regularly update clients on market conditions, ETF performance, and related investment opportunities
- Collaborate with internal teams to stay informed on industry developments and formulate creative strategies to increase market penetration

4. Compliance and Risk Management
- Ensure full compliance with regulatory requirements, industry standards, and internal policies
- Proactively address and mitigate potential risks related to client investments, safeguarding both client and company interests
- Maintain accurate, up-to-date documentation of client interactions, transactions, and market activities

📌 Manager (Ahmedabad)
🏢 Hector and Streak Consulting
📍 Ahmedabad