Key Responsibilities
1. Handling and Servicing Existing HNI Clients for Advisory/PMS and AIF Products:
• Act as the primary point of contact for high net worth individual (HNI) clients.
• Provide personalized advisory services and wealth management solutions based on clients' financial goals and risk profiles.
• Coordinate with portfolio management services (PMS) and alternative investment fund (AIF) teams to ensure smooth servicing of client accounts.
• Conduct regular portfolio reviews and performance updates for existing clients. 2. Lead Generation and Sourcing of Current Clients and Accounts:
• Proactively identify potential HNI clients through various channels such as referrals, networking, and market research.
• Collaborate with marketing and sales teams to generate leads and convert them into active accounts. 3. Arranging Client Meetings with Fund Managers on Regular Intervals:
• Coordinate and schedule meetings between HNI clients and fund managers for investment discussions and updates.
• Ensure timely communication of investment strategies, market insights,
and performance reports to clients.
• Facilitate productive discussions to address client queries and concerns regarding their investments. 4. Managing Events with HNI and Ultra HNI Clients with AMC Support:
• Plan and organize exclusive events and seminars for HNI and ultra HNI clients in collaboration with asset management companies (AMCs). 5. Reviews of Client Existing Investments on Regular Basis:
• Conduct thorough reviews of clients' existing investments to assess performance, risk exposure, and alignment with financial objectives. 6. Support and Servicing to Existing Branches and Sub-brokers:
• Collaborate with branch managers and sub-brokers to address client inquiries, resolve operational issues, and facilitate seamless service delivery.
• Provide training and guidance to branch staff and sub-brokers on product offerings, sales techniques, and client management best practices.