Roles & Responsibilities:
- Drive investments in Fixed Deposits, Bonds, and Mutual Funds, typically in the range of ₹5–10 lakhs.
- Leverage personal and professional relationships to acquire and onboard high-net-worth retail clients.
- Provide investment advisory and guidance on suitable financial products.
- Ensure adherence to compliance norms and maintain accurate MIS reports.
- Track client portfolios and manage relationships to maximize client satisfaction and retention.
