Job Description
Key responsibilities:
- To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
- To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc.
- To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals.
- To drive business growth by effectively cross-selling wealth management products and services to existing clients.
- To achieve revenue targets and contribute to the overall growth of the private wealth management business.
- To conduct thorough due diligence on investment products and providers to mitigate risks.
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