1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
2. 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 clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
3. Cross Selling of other financial products like MF and Structured products
4. Will be responsible for primarily selling Equity based investment products.
5. Responsible for achieving targets as assigned by the organization on a monthly basis.
6. Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.
7. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
8. Provide regular updates to the immediate superior as and when required.