Client Acquisition & Relationship Management
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.