<ul> <li>Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review.</li> <li>Keep abreast with developments in global markets, investment products and opportunities</li> <li>Liaise with central research / advisory / product teams / business divisions for identifying opportunities to cater to clients requirements.</li> <li>Act as an RM in circumstances where the RM is unable attend to the clients. Assist RM in acquiring clients.</li> <li>Share with the client or prospective client house views on various asset classes;and explain the rationale</li> <li>Fee income generation through constant interactions with Relationship Manager and Client.</li> <li>Competition mapping and augmenting new product development</li> <li>Showcase investment products to clients which may be of interest for them or which are on the approved list;</li> <li>Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales;</li> <li>Assist the client in aligning his investments as per his needs and risk appetite in line with dynamic asset allocation;</li> <li>AMFI and IRDA certification and registration for marketing mutual fund and insurance products in addition to NISM Advisor certification (I &amp; II).</li> </ul>