1. Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.
2. Monitor financial market trends to ensure that client plans are responsive.
3. Must ensure the growth of AUM / Book Size
4. Responsible for achieving targets based on acquisition and revenue generation through investment products.
5. Responsible for business development through acquisition of high net-worth clients.
6. Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
7. Analyze client portfolios and make necessary suggestions.
8. Recommend financial products.
9. Responsible for identifying customer needs and assessing their risk appetite
10. Provide regular updates to the immediate superior as and when required
11. Create and enforce plans that will help meet the needs of the customer