Client Associates - Executive/Senior Executive/Associate - UHNI Portfolio

- Responsible for market analysis in metro cities and tier 2 cities w.r.t expansion of business by prospecting the right segment.

- Planning for initial telecons with the prospects in consultation with wealth teams.

- Addressing queries raised during the telecons by building intelligence about the firm and its offerings.

- Understanding Multi-Family Office services worldwide and analyzing their relevance for Indian clientele.

- Handling a portfolio of UHNI clients with the team leader after getting trained on the same, and helping with growing share of wallet of the client's total portfolio