• Bring and leverage their existing client relationships and professional network.• Acquire new NRI/HNI clients through personal business-development efforts.• Generate and grow AUM through effective client acquisition and relationship management.• Develop and maintain their own sustainable book of business.• Use company-provided leads where available, while remaining independently capable of building a client portfolio.

KEY RESPONSIBILITIES -

• Acquire new NRI/HNI clients and expand the client base.• Build, maintain and deepen long-term client relationships.• Generate and grow AUM while consistently working towards sales and business targets.• Understand the company’s complete Wealth Management product basket and communicate relevant solutions effectively.• Identify suitable investment opportunities based on client requirements and objectives.• Support financial planning and asset-allocation discussions in line with the applicable advisory framework.• Ensure compliance with all required sales, advisory and client-servicing processes.• Participate in seminars, workshops, client events and other business-development activities.• Maintain high standards of client servicing, responsiveness and relationship management.• Continuously develop the client book through referrals, networking and proactive relationship-building.