Key Responsibilities

• Manage a portfolio of high net‑worth clients, providing them with wealth management solutions and advice.
• Develop and implement investment strategies that meet the clients’ objectives.
• Build and maintain relationships with clients, understanding their needs and goals.
• Collaborate with a team of experts, including investment specialists and financial planners.
• Stay up‑to‑date with market trends and developments, providing insights and advice to clients.
• Provide need‑based bancassurance advisory, ensuring insurance solutions align with clients’ financial goals and risk profiles.
• Support Relationship Managers (RMs) in closing insurance sales through joint sales efforts and direct sales closure.
• Take ownership of end‑to‑end direct sales closure, ensuring a smooth and efficient customer experience.
• Drive monthly bancassurance participation rates and other productivity metrics to ...