Client Advisory & Portfolio Management
• Understand clients’ financial goals, risk appetite, time horizon through detailed discussions and portfolio deep-dives.
• Catering to the investment needs of clients by providing them research-based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.
• Conduct regular portfolio analysis, reviews and create investment plans to ensure alignment with client objectives.
• Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies. Client Relationship Management
• Build, nurture, and manage long-term relationships with clients through regular meetings, portfolio discussions, and review sessions.
• Ensure high-quality client experience through proactive communication, responsiveness, transparency, and consultative engagement.
• Conduct periodic client visits and virtual connects to understand changing needs and recommend timely solutions.




• Act as a trusted advisor and single point of contact for clients across investment and service requirements.

Business Growth & Product Penetration
Strictly Private & Confidential
• Achieve business targets across revenue, acquisition, retention, and wallet share.
• Drive cross-sell and upsell across wealth, protection, and investment solutions.
• Increase product penetration by identifying gaps in client portfolios and recommending suitable offerings.
• Continuously acquire recent clients and grow the book through referrals, networking, and other client acquisition strategies.
• Work closely with research, product, and operations teams to deliver seamless execution and service. Compliance & Governance
• Adhere to regulatory guidelines, documentation standards, and internal compliance norms.
• Ensure client suitability, risk assessment, and fair practice principles in all recommendations.
• Maintain accurate records of client interactions, advice given, and action taken.
Qualificatio

📌 Wealth RM (Pune)
🏢 Peoplenomic Consulting
📍 Pune