Essential Duties and Responsibilities: - Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients. - Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.- Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.- Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.- Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.- Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size.- Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.Personnel Specification Education: Master's Degree from an accredited College Experience: 8 Years' experience in investment management, wealth advisory, or related financial services roles.Certifications Mandatory certifications must be acquired as per the Industrial Certification policy of the Company (ref:updazz.com)