Acquire preferred HNI & UHNI clients and consistently grow the active client base through referrals, networking, and channel partnerships.

Manage allocated clients via regular telephone and in-person engagement, ensuring a premium service experience.

Conduct risk profiling/suitability for mapped clients to support better advisory on investment and trading requirements.

Formulate and execute sales plans to acquire new HNI customers and increase market penetration.

Maintain a proactive approach to improving Capital ...