- Manages portfolio of clients, providing comprehensive financial planning and investment advisory services.
- Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences.
- Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structured products.
- Conduct regular portfolio reviews and performance updates to ensure alignment with client objectives.
- Support senior managers in executing growth strategies and achieving revenue targets.
- Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM
- Drive business growth by acquiring recent clients through referrals and networking, while addressing clients' broader financial requirements (lending, insurance) by leveraging group expertise