Technical Skills for Business DEVELOPMENT - Prospect & acquire new client relationships (UHNIs, family offices, corporates) through various channel sources, existing client referrals, cold calling & other client engagement activities. - Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc - Prepare and interpret information for clients information such as investment performance reports, financial document summaries, income projections, and proactively rebalancing their portfolios to match their required asset allocation. - Constantly monitor and review client portfolios based on timely analysis of market dynamics. - Ensuring regular availability of Research material and inputs to the client. - Service existing clients with the support of the client servicing team. - A good part of the job is largely tailored around client requirements - this could be a mix of pitching investment ideas/ advising with the support of research analysts, and CIO for bespoke requests. - Ability to advise clients on their investments and manage their overall financial portfolio, and deepening the wallet from existing clients - Have successfully built and generated new business across a large set of client base. - Has demonstrated on develop deep and strong client relationships and can maintain a high level of retention - RESEARCH AND PRODUCT KNOWLEDGE - Should be on top of current affairs, market developments, and should always keep abreast with market knowledge and market intelligence. - Should be proficient with knowledge of capital markets as well as third-party products such as MF, PMS, Insurance etc. - Should coordinate with the research team and wealth products team and advise client basis, intelligent analysis of facts - To read, research, and update themselves on available investment opportunities in the market. (ref:updazz.com)