- Acquire recent affluent clients through branch walk-ins, referrals, corporate tie-ups, and networking.
- Manage and deepen relationships with an assigned client portfolio, with regular reviews and proactive contact.
- Assess client needs, risk profile, and goals, and recommend suitable products:
- Mutual funds, SIPs, PMS/AIF (where applicable), bonds, and fixed income
- Life, health, and general insurance
- Structured products, equity/demat services, and retirement and estate planning
- Cross-sell banking products such as CASA, loans, credit cards, and forex.