Wealth Manager

Develop a client base of investors and manage relationships on a regular basis

Work closely with internal and external stakeholders to establish HNI, advisory and

institutional channels

Responsible for key account management and customer success specific to the

wealth clients of Leaf Round

Maintain a log of client concerns or feedback and evaluating them for better success

rates

Develop new AUM as well as expand and deepen existing relationships to increase

overall AUM

Achieve budgeted targets in terms of number of clients / volume of business & assets

Cross-sell products and services to clients as per their lifestyle needs, and risk

requirements while keeping in mind their financial objectives

Undertake strategic initiatives - partnering with other fintech startups, product

enhancement etc.

Engage in multiple activities such as referrals, social networking, utilising social

platforms, attending conferences, and even cold-calling high-quality databases to

develop new client relationships