• Develop and implement effective business strategies to attract inflow and drive growth in sales.
• Build and maintain strong relationships with clients, ensuring their expectations are met or managed.
• Handle inquiries from walk-in clients, IPO clients, investment relation, transfer cases, and website usage.
• Actively participate in marketing events, seminars, and workshops to highlight and introduce the services and products including various asset classes, portfolios, and securities.

• Manage Lead the development and execution of investment strategies to achieve financial objectives for clients and stakeholders.

• Conduct thorough market research and analysis to identify investment opportunities across various asset classes and sectors.

• Collaborate with cross-functional teams to structure and launch new investment products and services.

• Oversee portfolio management activities, ensuring alignment with the firm's investment philosophy and risk management practices.

• Develop and maintain comprehensive databases of market research and performance metrics to inform investment decisions.

• Stay abreast of industry trends, economic developments, and regulatory changes to inform strategic investment decisions.