About the role
To identify investors for mutual fund and alternate investment products by prospecting through various initiatives and client acquisition strategies
To service existing investors by meeting, sending regular market & portfolio updates etc.
Educate existing and new clients regarding the range of applicable investment options available to them.
Follow through on the investment actions approved by clients.
Maintain an up-to-date knowledge of investment products.
Managing and updating client portfolios.
Maintain the existing relationships and leading in the development of new client relationships.
To identify HNI customers for selling various alternate investment products. (Angel investing, Invoice Discounting, Lease Finance etc.)
Tie up and co-ordinate with product providers for investment deal closure