01Key Responsibilities
- Identify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives.
- Overall new AUM growth in line with the objective laid down by the company.
- Managing individual revenue budget.
- Advise clients on portfolio construction by offering a range of investment solutions across asset classes.
- Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to align with desired asset allocation.
- Continuously monitor and review client portfolios, leveraging timely analysis of market trends and dynamics.
- Ensure clients have regular access to relevant research material and market insights.
- Service and support existing clients in collaboration with the client servicing team.
- Customize investment pitches and advisory solutions in line with client requirements.
- Advise clients on their investments, manage their overall financial portfolio, and increase share of wallet from existing relationships.
- Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc. Proven ability to build deep, long-term client relationships with a strong track record of client retention.
Education & Certifications:
- Post Graduate with MBA / Professional Certification
- Knowledge of Financial products & Capital markets is essential. .
