Specific Responsibilities:- On boarding of new funds through acquisition of new preferred HNI/Ultra HNI Clients.- To provide exceptional service to existing clients, deepening relationships and investments from them.- Acquiring new clients through multiple channels like e-mail marketing, networking, IAP's and calling- Prepare financial plans for clients to take them to a goal based approach for their investment.- Conduct Portfolio reviews for clients taking into consideration current economic scenario, client risk profile and rebalancing portfolio as per asset allocation requirements.- Preparing MIS and creating relevant reports. (ref:updazz.com)