Key Responsibilities:
Acquire, manage and deepen relationships with Affluent/HNI clients.
Handle equity dealing, including execution of buy/sell orders and client trade requirements.
Advise clients on equity markets, investment opportunities and suitable strategies.
Sell and cross-sell Mutual Funds, PMS, AIF, Bonds, NCDs, Insurance, FD and other wealth products.
Generate AUM, revenue and brokerage through existing and recent client relationships.
Conduct portfolio reviews and identify investment/product prospects.
Increase client wallet share through effective cross-selling and relationship management.
Ensure accurate execution of transactions and adherence to compliance and risk guidelines.