Key Responsibilities Client Relationship Management
Manage and nurture relationships with existing clients.
Act as the primary point of contact for client queries and concerns.
Conduct quarterly portfolio reviews and suggest suitable investment solutions.
Ensure exceptional customer service and maintain high client satisfaction.
Business Development & Sales
Identify and develop recent business opportunities.
Achieve monthly/quarterly sales targets and AUM growth goals.
Acquire High Net Worth Individuals (HNIs).
Investment Advisory
Provide expert advice on mutual fund products (equity, debt, hybrid, liquid funds).
Analyze client risk appetite and recommend appropriate product offerings.
Advise clients across asset classes based on their financial goals.
Stay updated with market trends and product developments.
Business Development Activities
Conduct and organize seminars, workshops,
and investor education events.
Build solid relationships with key decision-makers at corporates/institutions.
Cross-sell and upsell mutual fund products to existing clients
Track market segments for new client acquisition
Soft Skills
Excellent communication skills (oral & written) with clarity of thought
Strong interpersonal skills and relationship management abilities
Analytical mind with robust problem-solving skills
Self-motivated with ability to work under pressure
Ability to inspire trust and confidence in clients
Empathetic and passionate about solving client issues