The Role over here taught me about the Equity market and learned about how fundamental of any company is more important for a long term Wealth creation journey.-Creating Awareness about Equity Market-Client Acquisitions-Handeling HNI/UHNI-Client Relationship-Managing Equity Portfolios-Team Work & engagement

The position is directly responsible for interfacing and engaging with Clients on a day to day basis.Key deliverables:Monitor and address HNI clients banking and Investment requirementsUse financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goalsFocus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickinessAchievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profilingFormulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolioConduct risk profiling of all mapped clients and showcase investment products as per the Client risk profileEnsuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly callsResolution of queries for all managed clients within TAT specified