01Overview
- Acquire and onboard High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) to build and expand the client portfolio.
- Develop and maintain robust, long-term relationships with HNI/UHNI clients by understanding their financial goals and investment needs.
- Recommend and sell a wide range of investment products, including mutual funds, bonds, PMS, AIFs, structured products, and other wealth management solutions.
- Manage and review client portfolios regularly, providing suitable investment advice and portfolio rebalancing based on market conditions and client objectives.
- Ensure a high level of client satisfaction through proactive engagement and timely service.
- Achieve assigned revenue, asset under management (AUM), and business acquisition targets. .
