Key Responsibilities:
- Client
Relationship Management:
- Develop
and maintain strong, long-term relationships with existing and
prospective HNI clients.
- Regularly
meet clients to understand their financial goals, objectives, and risk
tolerance.
- Serve
as the primary point of contact for clients, providing exceptional
customer service and personalized solutions.
- Ensure
high levels of client satisfaction and retention through continuous
engagement and timely follow-ups.

Financial
Advisory & Planning:
- Provide
bespoke financial planning and advisory services to HNI clients,
including investment, estate planning, tax strategies, and retirement
planning.
- Advise
clients on a wide range of wealth management products including equities,
fixed income, alternative investments, mutual funds, insurance, and more.
- Regularly
review and assess client portfolios, providing tailored investment
strategies to align with their evolving financial goals.

Investment
& Portfolio Management:
- Monitor
and analyze clients' portfolios to ensure they align with their financial
objectives.




- Recommend
appropriate investment opportunities and adjustments based on market
trends, economic factors, and individual preferences.
- Collaborate
with internal teams (research, trading, product specialists) to provide
clients with cutting-edge solutions.

Business
Development & Acquisition:
- Identify
current business opportunities within the HNI segment through networking,
referrals, and other channels.
- Proactively
seek to expand the client base while maintaining existing relationships.
- Organize
and attend client events, seminars, and webinars to promote wealth
management products and services.

Cross-functional
Collaboration:
- Work
closely with internal teams such as Investment Research, Private Banking,
Estate Planning, and Risk Management to deliver comprehensive solutions.
- Collaborate
with senior management to ensure the business unit achieves revenue and
growth targets.

Compliance
&

📌 Relationship Manager – Wealth Management (Pune)
🏢 XpertReach
📍 Pune