- Manage and develop relationships with existing and current clients.
- Understand clients financial requirements and provide suitable investment solutions.
- Generate business through client references, leads, and networking.
- Handle client queries and provide timely support.
- Maintain regular communication with clients and ensure good client relationships.
- Achieve assigned business and revenue targets.
- Coordinate with internal teams to ensure smooth client servicing.
- Stay updated with market trends and investment products.
- Ensure compliance with company and regulatory requirements.