- Responsible for acquring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.

Critical Routine:

- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. Analyze client portfolios and make necessary suggestions.

- Monitor financial market trends to ensure that client plans are responsive. Recommend financial products.

- Must ensure the growth of AUM / Book Size Responsible for identifying customer needs and assessing their risk appetite

- Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide regular updates to the immediate superior as and when required

- Responsible for business development through acquisition of high net-worth clients. Create and enforce plans that will help meet the needs of the customer.

Critical Routine:

- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. Analyze client portfolios and make necessary suggestions.

- Monitor financial market trends to ensure that client plans are responsive. Recommend financial products.

- Must ensure the growth of AUM / Book Size Responsible for identifying customer needs and assessing their risk appetite

- Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide regular updates to the immediate superior as and when required

- Responsible for business development through acquisition of high net-worth clients. Create and enforce plans that will help meet the needs of the customer.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

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