Key Responsibilities
Client Acquisition & Relationship Management
- Acquire, develop, and manage relationships with Retail, HNI, and UHNI clients
- Conduct thorough financial profiling to understand individual client needs and goals
- Ensure high levels of client satisfaction through proactive service and personalized engagement
- Manage clients sourced through foreign banks and wealth distribution partners
Retirement & Insurance Planning
- Provide tailored financial planning services including retirement and investment strategies
- Recommend appropriate insurance and financial products based on risk profiles and goals
- Conduct periodic portfolio reviews to assess performance and realign strategies as needed
Product Knowledge & Upselling
- Maintain strong knowledge of financial instruments: mutual funds, bonds, equities, PMS, AIFs, structured products
- Cross-sell and upsell life insurance offerings as part of a comprehensive wealth solution
- Stay updated on market trends, regulatory changes, and product developments
Sales & Revenue Generation
- Meet and exceed assigned sales targets and contribute to overall business revenue
- Leverage personal and professional networks to source new client leads
- Collaborate with internal teams to craft customized investment and insurance strategies
Compliance & Risk Management
- Ensure compliance with regulatory and internal guidelines in all client interactions
- Maintain accurate records and documentation for audits and reviews
- Proactively identify risks and apply mitigation strategies within client portfolios
Coordination with Partner Offices
- Work closely with partner teams to ensure seamless onboarding and client servicing
- Represent the organization professionally in all third-party interactions
Reporting & Analytics
- Prepare client performance reports and business analytics for management reviews
- Use data insights to track trends, uncover opportunities, and improve client engagement
- Provide structured feedback to product and strategy teams based on real-time market insights
