Branch Relations Officer

Key Responsibilities * Acquire new clients in the Affluent & Super Affluent segment through open market and existing network. * Build and manage a strong portfolio of high-value clients. * Maintain relationships and grow AUM by cross-selling financial products. * Provide investment advisory services based on client risk profile and financial goals. * Track and identify potential clients in the target segment for new business acquisition. * Stay updated on financial markets, investment products, and industry trends. * Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions. * Conduct and support seminars, workshops, and other business development initiatives. * Deepen client engagement to increase wallet share and overall portfolio value.