● 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