Key ResponsibilitiesAcquire current clients through personal networks, referrals, market outreach, and business development activities.
Develop and maintain long-term relationships with affluent and HNI clients.
Understand clients' financial objectives, risk profiles, and investment requirements.
Recommend appropriate wealth management and investment solutions based on client needs.
Manage and grow the assigned client portfolio.
Generate revenue through investment, insurance, mutual fund, portfolio management, and other relevant financial products.
Conduct regular client reviews and provide portfolio updates.
Identify cross-selling and up-selling opportunities within the existing client base.
Build a solid referral network and develop recent sources of business.
Ensure compliance with company policies, regulatory requirements, and KYC norms.
Maintain accurate records of client interactions, prospects, and business activity.
Achieve monthly and annual business and revenue targets.

📌 Wealth Partner Kolkata
🏢 Motilal Oswal Financial Services
📍 Kolkata