Roles and Responsibilities:

• Acquisition of HNI / UHNI clients by tracking the Affluent & Super Affluent Client segment in the market for new client acquisition.
• Managing client relationships and generating AUM from preferred clients.
• Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
• To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
• To conduct and assist in organizing seminars, workshops and other business development activities.