Address- Candidate should have experience of managing/acquiring wealth & HNI Customers.
- To Develop & Manage Client relationships to enhance and acquire more AUM.
- Review/Service portfolio to create a wow experience for clients
- Onboard new relationships - Client's Acquisition
- Align AUM as per Client's Financial Strategy to reduce Risk, Cost, and Tax and also to enhance desired results and volatility of the portfolio.
- Catering to the investment needs of clients by providing them research-based advice in Equity, MF, Insurance, PMS & Structured products offerings.
- Manage clients through client visits, suggest financial products to the clients, and achieve business target.
- Responsible for product penetration and increasing client's wallet share.
