Job description
Acquire new HNI clients for the bank.
Manage and grow existing client portfolios (AUM/TRV).
Offer investment advisory on Mutual Funds, Bonds, PMS, Structured Products, and Insurance.
Cross-sell wealth, liability, lending, and banking products.
Conduct portfolio reviews and financial planning discussions.
Increase wallet share and deepen customer relationships.
Achieve revenue, AUM, investment, and insurance targets.
Ensure regulatory and compliance adherence. .
