KRChoksey - Wealth Manager

Job Roles & Responsibilities:

- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.

- Managing client relationship and generate 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 trend to determine whether they fit into clients-portfolios.

- To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.

- To conduct and assist in organizing seminars, workshops and other business development activities.