- Core work is to advising Clients in Mutual Fund, PMS, and AIF Investments

- Deals with HNI (High Network Individual) clients ONLY.

- Other Product offering to clients are; Stock Broking, Bonds, Property, Insurance where individual RM of those Dept. supports him/her.

- Sharing Product info., Research Material, Analysis Report to clients on regular interval on Mail/Whats app and by other means of communication.

- Sharing updates on Technology Platforms of Company, Its features so as to Push clients to use online platform.

- Upgrading Product knowledge, Presentation Skill by attending seminars and presentations from Industry Veterans.

- Organizing Client Group meets at regular interval on Product specific or Knowledge Series.

- Adding New Client base from referrals of existing client base and by doing other activities of HNI Client Acquisition – Regular follow up on all leads.

- Regular meeting with clients for review of portfolio, New proposals and Broader Updates so as to maintaining personal touch with clients.

- Coordinating with allotted Customer Relationship Officer for queries of clients.

- Updating Top Management for any serious queries faced by clients and possible upgradation in present service standard of company.

- Must be AMFI certified.

- Must be managing HNI Client’s Mutual Fund Investments

- Good Coordination & Communication skills.

- Ability to build good relationship with customers, Acquire new customers.

- To create network & exposure in local market by doing cold calling and visits to good corporate offices

- Handling client queries on immediate basis.

- High integrity.

- Increase Productivity & Analyze the failure