01Overview
Job Description:
Key Responsibilities
Client Acquisition & Relationship Management:
Identify, acquire, and manage relationships with HNI/UHNI clients.
Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning.
Portfolio Management
Manage client portfolios to ensure consistent revenue growth and retention.
Conduct periodic reviews of client portfolios to ensure alignment with client goals and risk appetite.
Advisory and Product Offerings
Offer bespoke solutions across investment products (mutual funds, PMS, AIFs, bonds, structured products, etc.), liability products, insurance, and estate planning.
Maintain high standards of investment and risk advisory by adhering to internal and regulatory compliance guidelines.
Revenue Generation
Meet and exceed revenue targets across asset and liability products.
Drive fee-based income through advisory and structured solutions.
Collaboration
Work closely with internal teams including Investment Advisory, Credit, Research, and Risk to provide holistic solutions to clients.
Act as the single point of contact for clients for all their banking and investment needs.
Risk Management
Ensure KYC, AML, and other compliance processes are strictly adhered to.
Maintain the highest level of confidentiality and integrity with client information. .
