About the role
Responsible for new client acquisition, building new relationships and increasing depth in
existing relationships with High net worth clients.
Identify, develop, and manage client relationships deliver a suite of services and products
catered to the client s requirements
Cross-Sell of Third-party investment products like Mutual Funds, Bonds, PMS, Insurance &
Structured products.
Understands clients risk profile and maximizes the - risk vs. reward- balance for individual
clients by optimizing product mix.
Responsible for achieving targets as assigned by the organization on a monthly basis
Ensuring need-based product approach towards clients and regular reporting of product
penetration