Functional Responsibilities / KPIs

Client Advisory & Portfolio Management

- Understand clients' financial goals, risk appetite, time horizon through detailed discussions and portfolio deep-dives.

- Catering to the investment needs of clients by providing them research based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.

- Conduct regular portfolio analysis, reviews and create investment plans to ensure alignment with client objectives.

- Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies.

Client Relationship Management

- Build, nurture, and manage long-term relationships with clients throughregular meetings, portfolio discussions, and review sessions.

- Ensure high-quality client experience through proactive communication, responsiveness, transparency, and consultative engagement.

- Conduct periodic client visits and virtual connects to understand changing needs and recommend timely solutions.

- Act as a trusted advisor and single point of contact for clients across investment and service requirements.

Business Growth & Product Penetration

- Achieve business targets across revenue, acquisition, retention, and wallet share.

- Drive cross-sell and upsell across wealth, protection, and investment solutions.

- Increase product penetration by identifying gaps in client portfolios and recommending suitable offerings.

- Continuously acquire new clients and grow the book through referrals, networking, and other client acquisition strategies.

- Work closely with research, product, and operations teams to deliver seamless execution and service.

Compliance & Governance

- Adhere to regulatory guidelines, documentation standards, and internal compliance norms.

- Ensure client suitability, risk assessment, and fair practice principles in all recommendations.

- Maintain accurate records of client interactions, advice given, and action taken.

Job Requirements :

- Qualifications- Graduate/Postgraduate in Finance, Commerce, Economics, or related field certifications such as CFP, NISM, CFA (preferred).

- Prerequisite- Investment Product knowledge is mandatory

- Experience- 6+ years of experience in wealth management, investment advisory, or private banking.

Functional / Behavarioal Competencies

- Acumen towards understanding of client needs and provide adequate and prompt solutions.

- Strong understanding of financial markets, products, and portfolio advisory concepts.

- Proven track record of managing HNI/affluent client relationships and achieving revenue targets.

- Excellent communication, presentation, and relationship-building skills.

- High level of integrity, client-centric mindset, and strong analytical ability.