Client Acquisition & Relationship Management
- Develop and maintain strong relationships with HR, Admin heads, and key stakeholders at corporate, zonal, and regional offices.
- Organize and conduct exclusive interaction sessions and activities for HNI/UHNI corporate employees.
- Perform on-site visits to corporate offices to offer personalized investment advice and deliver product presentations.
- Achieve client acquisition targets by engaging HNI/UHNI corporate employees through direct selling and suitcase selling methods.
Sales & Business Development
- Drive sales of wealth management products including mutual funds, insurance, portfolio management services, AIFs, and other investment vehicles.
- Identify lending requirements of HNI/UHNI customers and provide suitable solutions.
- Identify and qualify leads within corporate offices and convert them into loyal clients.
- Develop and implement sales strategies tailored to the investment needs, risk profiles, and financial goals of HNI/UHNI corporate employees.
Portfolio Advisory & Financial Planning
- Provide expert investment and portfolio advice to corporate employees, helping them plan their financial journeys.
- Analyze client profiles and recommend suitable wealth management solutions and products.
- Regularly review clients financial portfolios to ensure alignment with evolving financial objectives and market trends.
Market Research & Analysis
- Stay updated with market trends, economic indicators, and regulatory changes to offer relevant and timely insights.
- Analyze competitor products and strategies to enhance product offerings and maintain competitiveness.
- Communicate market updates, new product offerings, and financial insights to clients.
Compliance & Documentation
- Ensure all sales activities comply with regulatory guidelines and company policies.
- Maintain accurate documentation and records of client interactions, investment preferences, and transactions.
- Conduct KYC and due diligence processes adhering to industry standards.
