- Proactively identify and acquire high-profile clients
- Collaborate with Bank Relationship Managers (RMs) to access their client bases and cross-sell Sanguines specialised investment products.
- Deliver holistic advisory services, managing client portfolios across Broking, Insurance, Unlisted Shares, Mutual Funds, Bonds, and Debentures.
- Schedule regular client meetings to review performance, rebalance portfolios based on market trends, and leverage Sanguine’s proprietary research for optimal results.