Address Role Summary:
- To prospect, acquire and retain clients
- Having minimum book size of 25 to 50 crore
- Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), such as capital gains planning, estate planning, and risk management.
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios
- To understand clients' needs & requirements and accordingly position products & services
- To coordinate with product and research team for taking investment decision for the clients
- To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client
- To provide various investment performance reports and summaries to the clients
- To build and maintain client bases, along with relevant comments/remarks for future reference
- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.
