Wealth Manager

1. Sourcing of New Clients o Prospect, acquire and retain clients o Formulating strategies to expand the client base. o Contact clients periodically and determine if they are satisfied with the services and returns generated. o Achieve budgeted targets in terms of number of clients/volume of business & assets. 2. Managing relationships o Undertake complete portfolio analysis and need based analysis of HNI, Ultra HNI and corporate clients. o Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process. o Understand client needs & requirements and accordingly position products & services o Recommend strategies that clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, setting up of trusts, formulating of Wills, insurance coverage other than investment planning to ensure a one-point relationship for the client o Call clients periodically to review their investment needs and to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment o Provide various Investment performance reports and summaries to the clients 3. Research and Analytics o Research, investigate and regularly update regarding the available investment opportunities/financial market trends to determine whether they fit into client portfolios o Coordinate with product and research team for taking investment decisions for the clients o Understand clients’ needs & requirements and accordingly position products & services 4. Ensure ongoing self-development.

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