Key Accountabilities : 

* Risk Profiling of investors & then build financial plan accordingly 

• Increase the AUM book by 25% in a year. 

• Acquisition of new investors through referrals and lead generation campaigns 

• Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market. 

• Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite. 

• Achieving Productivity targets on a monthly and YTD basis.