- Manage and grow relationships with HNI clients.
- Acquire recent customers through referrals and networking.
- Cross-sell banking and wealth management products.
- Understand client financial needs and recommend suitable solutions.
- Achieve sales, revenue, and portfolio growth targets.
- Ensure excellent customer service and regulatory compliance.
Requirements
- Bachelor's degree in any discipline.
- 1–2 years of experience in Banking, Wealth Management, NBFC, or Financial Services.
- Strong communication, sales, and relationship management skills.
- Knowledge of banking and investment products is preferred.
- Target-driven with a customer-focused approach.
Preferred: Experience handling HNI/Preferred Banking clients and certifications such as AMFI or NISM will be an added advantage.