• August 18, 2025

Key Responsibilities: Build and maintain strong relationships with high-net-worth clients. Understand client needs and provide tailored financial solutions. Cross-sell and up-sell wealth management products like Mutual Funds, PMS, Insurance, Bonds, Corporate FDs, and NCDs. Conduct periodic portfolio reviews and provide investment advice aligned with client goals. Identify opportunities to acquire new clients and expand the client base. Ensure client queries …