- Manage high net worth individual (HNI) clients' relationships, ensuring exceptional service delivery and retention.
- Identify new business opportunities through networking, referrals, and market research to drive client acquisition.
- Develop and implement customized investment strategies for HNIs using various products such as mutual funds, PMS, AIFs, etc.
- Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.
Job Requirements :
- 2-15 years of experience in Wealth Management or related field.
- Solid understanding of Investment Products including Mutual Funds, PMS, AIFs etc. .
- Proven track record in Client Acquisition and Retention in the Financial Services industry.
📌 Senior Relationship Manager (Gujarat)
🏢 KG Engineering And Consultancy
📍 Gujarat
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