Key Responsibilities:- Manage and grow a portfolio of affluent clients by understanding their financial needs and offering suitable solutions.- Act as a one-stop financial advisor, offering a full suite of wealth products including mutual funds, PMS, insurance, bonds, and structured products.- Ensure consistent portfolio growth through acquisition and upsell of financial products.- Conduct periodic portfolio reviews to ensure alignment with client objectives and market conditions.- Maintain high standards of client servicing and relationship management to ensure client satisfaction and long-term retention.- Stay updated with market trends, investment strategies, and regulatory changes to provide quality advice.- Ensure compliance with all internal and external guidelines and processes. (ref:updazz.com)