01Key Responsibilities
Acquire and manage HNI clients through networking, references, and lead generation.
Understand client needs and offer tailored financial solutions including:
Mutual Funds, Insurance, PMS, Bonds, and other investment products.
Conduct regular portfolio reviews and risk assessments for clients.
Deepen wallet share through cross-selling of banking and wealth products.
Coordinate with product teams and operations for seamless service delivery.
Ensure compliance with regulatory guidelines and internal policies.
Maintain documentation and client records as per audit and compliance norms. .
