Responsible for acquiring and managing Affluent, Super-Affluent & HNI clients, generating business through open-market sourcing, and growing AUM through investment products.
Key Responsibilities:
- Acquire recent clients through open market and personal network.
- Manage and strengthen HNI/Affluent client relationships.
- Drive AUM, revenue, and wallet share through cross-selling.
- Handle products such as Mutual Funds, SIP, Demat, PMS, Insurance & CASA.
- Understand client requirements and provid