01Overview
- Acquired and managed relationships with affluent clients, driving growth in HNI, UHNI, and Assets Under Management (AUM).
- Conducted comprehensive financial planning by assessing client risk profiles, analyzing financial goals, and recommending customized investment and wealth preservation strategies.
- Monitored and managed investment portfolios, regularly reviewing market trends and rebalancing allocations across equities, mutual funds, and fixed-income securities.
- Ensured adherence to regulatory requirements, compliance standards, and internal policies across all financial advisory and investment activities.
- Identified cross-selling opportunities and promoted premium banking, investment, and wealth management products to achieve revenue and client engagement targets. .
