01Overview
Client Relationship Management Manage relationships with HNI/UHNI clients and understand their financial goals, risk profile, and investment needs.
Wealth & Portfolio Management Advise clients on suitable investment strategies and monitor their portfolios to achieve long-term wealth creation.
Investment Product Sales Promote and cross-sell products such as Mutual Funds, PMS, AIF, Bonds, Insurance, Structured Products, FD and Equities.
Business & Revenue Generation Acquire new HNI clients, increase AUM, generate revenue, and achieve assigned business targets.
Portfolio Review & Advisory Conduct regular portfolio reviews and provide market/investment updates and recommendations based on client requirements.
Client Acquisition & Retention Build a strong referral network, acquire new clients, and maintain long-term relationships with existing clients.
Cross-functional Coordination Coordinate with investment, research, operations, and product teams to ensure smooth execution of client requirements. .
