Acquire and onboard HNI/UHNI clients through personal network, references, market connects & business development activities.
Build and manage a portfolio of affluent clients and deepen relationships.
Understand client financial goals, risk profile and provide suitable wealth solutions.
Generate revenue through investment products like:
Mutual Funds
Bonds / Fixed Income
PMS / AIF
Structured Products
Insurance & other investment solutions
Drive recent client acquisition and increase AUM through portfolio growth.
Conduct regular portfolio reviews and provide investment advisory support.
Develop solid referral channels and maintain long-term client relationships.
Collaborate with internal investment/product teams for client servicing.
📌 Wealth Manager Kochi
🏢 HEADCOUNTS HR
📍 Kochi
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