01Responsibilities
Understanding the financial need & risk appetite of the client & recommending suitable
products from the array of financial products available with us like - Mutual Funds, PMS,
Bonds,NCD, Structured Products, Equity, AIF,Private Equity, Real Estate, Life
insurance, General Insurance etc (We work as an Open Architecture).
Advising Affluent clients on their Investments across a gamut of wealth products and
managing their overall financial portfolio.
Analyse client portfolios and make necessary suggestions.
Seek to establish a level of trust and confidence with the client so that any financial need
can be addressed and solutions offered.
Achieving financial goals and maintaining organization brand value.
Ensure highest levels of customer service and experience to these customers.
Interact with clients to update them on research calls and advising on asset allocation within their
financial portfolio and guide them on their investment. .
