Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' relationships, identifying their financial goals and providing tailored investment solutions.
- Develop and maintain strong relationships with existing HNIs to increase cross-selling opportunities for third-party products such as life insurance, mutual funds, TPPs etc.
- Identify new business development opportunities through networking, referrals, and market research to expand the client base.
- Monitor portfolio performance regularly and provide regular updates to clients on their investments.

Job Requirements :

- 2-7 years of experience in HNI sales or related field like BFSI industry.
- Solid understanding of cross-selling techniques for third-party products like life insurance, mutual funds sales etc.
- Excellent communication skills for effective client acquisition and retention.
- Ability to analyze complex financial data using NISM certification.

📌 Wealth Relationship Manager (Maharashtra)
🏢 Bajaj Capital
📍 Maharashtra