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- Acquire and onboard High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) to build and expand the client portfolio. - Develop and maintain robust, long-term relationships with HNI/UHNI clients by understanding their financial goals and investment needs. - Recommend and sell a wide range of investment products, including mutual funds, bonds, PMS, AIFs, structured products, and other wealth management solutions. - Manage and review client portfolios regularly, providing suitable investment advice and portfolio rebalancing based on market conditions and client objectives. - Ensure a high level of client satisfaction through proactive engagement and timely service. - Achieve assigned revenue, asset under management (AUM), and business acquisition targets. .
Fund System Support AssociateIQ-EQ · IQEQ Hyderabad, Tower 2, 7th floor, Phoenix Equinox Towers, Diamond Hills, RSM, Gachibowli, Hyderaba, Telengana, India