Creddinv Technologies Pvt Ltd
Website:
creddinv.in
Job details:
Job Purpose
To acquire, manage, and grow relationships with high-net-worth (HNI). The role focuses on delivering personalized wealth management solutions, deepening wallet share, and ensuring a superior client experience with complete compliance and portfolio performance.
Key Deliverables
HNI Client Acquisition: Identify prospective clients, convert high-value leads, and expand the portfolio through strategic sourcing.
Relationship Management: Build strong, long-term relationships with premium clients through continuous engagement and exceptional service delivery.
Investment Advisory: Offer well-researched, customized financial planning across Mutual Funds, PMS, AIF, Bonds, Insurance, and Alternate Investment products.
Portfolio Reviews: Conduct periodic portfolio performance assessments, risk profiling updates, and strategic reallocations based on market trends.
AUM Growth & Cross-Sell: Drive asset growth, revenue generation, and penetration of wealth solutions to maximize wallet share.
Client Onboarding & Documentation: Ensure seamless onboarding, complete KYC compliance, and accurate documentation in line with regulatory norms.
Market Intelligence: Stay informed of market movements, product changes, and economic developments to deliver proactive insights to clients.
Internal Collaboration: Work with Research, Investment Product, Operations, and Customer Support teams to ensure best-in-class advisory and service.
Risk & Compliance: Maintain strict adherence to SEBI/RBI/IRDA guidelines, internal audit norms, and risk management frameworks.
Client Retention: Execute retention strategies through superior service, timely query resolution, and consistent engagement.
Click on Apply to know more.