- Acquire HNI, UHNI and affluent customers through referrals, networking and market sourcing.
- Develop long-term relationships with existing and prospective clients.
- Conduct detailed financial need analysis and understand investment objectives.
Wealth Distribution
- Recommend and distribute:
- Mutual Funds
- PMS & AIF
- Fixed Income Products
- Bonds & NCDs
- IPOs
- Equity Investment Solutions
- Portfolio Advisory Solutions
- Drive asset gathering and increase Assets Under Management (AUM).
Revenue Generation
- Achieve monthly and annual revenue targets.
- Increase wallet share through cross-selling and upselling investment products.
- Build a sustainable pipeline of quality prospects.
Portfolio Review
- Conduct periodic portfolio reviews.
- Monitor market developments and proactively advise clients.
- Ensure portfolio alignment with client risk appetite and financial goals.
Compliance & Service
- Maintain complete KYC and regulatory compliance.
- Ensure superior client servicing and timely resolution of queries.
- Coordinate with internal research, operations and product teams for seamless execution.