- Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.- Monitor financial market trends to ensure that client plans are responsive.- Must ensure the growth of AUM / Book Size- Responsible for achieving targets based on acquisition and revenue generation through investment products.- Responsible for business development through acquisition of high networth clients.- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.- Analyse client portfolios and make necessary suggestions.- Recommend financial products.- Responsible for identifying customer needs and assessing their risk appetite- Provide regular updates to the immediate superior as and when required- Create and enforce plans that will help meet the needs of the custome (ref:updazz.com)
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