Roles and Responsibilities :

- Manage relationships with High Net Worth Individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Acquire current HNI clients through networking, referrals, and marketing efforts to expand the client base.
- Develop and maintain a deep understanding of each client's portfolio needs, preferences, and risk tolerance to deliver personalized service.
- Identify opportunities for cross-selling mutual funds, AIFs, PMS, NRI services, ultra-high net worth offerings to existing clients.

Job Requirements :

- 1-14 years of experience in HNI sales or wealth management in the banking industry.
- Strong knowledge of investment products such as MF/AIF/PMS/NISM certification preferred.
- Proven track record of successful HNI acquisition and retention through exceptional relationship management skills.

More Information Contact HR, Srinivas.

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📌 Relationship Manager / Wealth Manager (Tamil Nadu)
🏢 Avani Consulting
📍 Tamil Nadu