Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review. Liaise with central research / advisory / product teams / business divisions for identifying opportunities to cater to clients requirements.

Act as an RM in circumstances where the RM is unable attend to the clients. Assist RM in acquiring clients.
Share with the client or prospective client house views on various asset classes;and explain the rationale
Fee income generation through constant interactions with Relationship Manager and Client.
Competition mapping and augmenting new product development
Showcase investment products to clients which may be of interest for them or which are on the approved list;
Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales;