- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and solutions.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop and maintain strong relationships with existing HNIs to increase wallet share and upsell/cross-sell products.
- Collaborate with internal teams to ensure seamless delivery of services and achieve revenue targets.
Job Requirements :
- 2-15 years of experience in wealth management or related field (HNI sales, PMS).
- Strong understanding of AIFs, MFs, mutual funds, current client acquisition, NISM certification preferred.
- Proven track record in HNI acquisition and retention; ability to build long-term relationships.