01Overview
Key Roles & Responsibilities
Acquire and manage HNI/UHNI clients while building long-term relationships.
Understand clients' financial goals, risk appetite, and investment horizon.
Provide investment advisory across Equity, Mutual Funds, PMS, AIF, Bonds, ETFs, Structured Products, and Fixed Income.
Conduct regular portfolio reviews and recommend rebalancing based on market conditions.
Generate revenue through advisory, investment products, and client portfolio growth.
Cross-sell wealth management products such as Insurance, Loans Against Securities, and Alternate Investments.
Keep clients informed about market trends, investment opportunities, and economic developments.
Coordinate with research, product, and dealing teams to deliver timely investment solutions.
Ensure all investment recommendations comply with SEBI regulations and internal compliance policies. .
