1. Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business.
2. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments.
3. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products.
4. Identify client needs, risk appetite, and financial goals to design appropriate investment strategies.
5. Achieve revenue and AUM (Assets Under Management) targets through cross-selling and upselling opportunities.
6. Conduct periodic portfolio reviews and ensure clients are updated on market trends, performance, and recommendations.
7. Collaborate with research and product teams to deliver value-added insights to clients.
8. Ensure compliance with regulatory guidelines (SEBI, RBI, and company policies) in all advisory and sales activities.
9. Maintain solid business development focus by acquiring new clients through networking, referrals, and bank/financial institution connections.

📌 Wealth Manager (Vadodara)
🏢 A C Agarwal Share Brokers
📍 Vadodara