- Client Acquisition & Retention: Source and acquire current HNI/UHNI clients through networking, market referrals, and B2B/B2C outreach.
- Portfolio Advisory: Advise clients across multiple asset classes—including Equities, Debt, Mutual Funds, Structured Products, Real Estate Funds, and Alternative Investments.
- Strategy Execution: Partner with internal Portfolio Managers and research teams to implement customized investment portfolios aligned with client objectives.
- Performance Monitoring: Review portfolio performance regularly, track market trends, and rebalance assets to match changing economic conditions.
- Cross-Selling & Revenue Targets: Drive business growth by cross-selling insurance, fixed deposits, CASA, and lending products while meeting revenue and AUM (Assets Under Management) targets.
- Compliance & Governance: Ensure all advisory practices and client interactions strictly adhere to regulatory guidelines (e.g., RBI) and internal bank/firm compliance policies.