- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
- Cross Selling of other financial products like MF and Structured products
- Will be responsible for primarily selling Equity based investment products.
- Responsible for achieving targets as assigned by the organization on a monthly basis.
- Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix.
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
- Provide regular updates to the immediate superior as and when required.