- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Acquire new HNI clients through cross-selling, open marketing, and referrals to increase revenue growth.
- Develop and maintain a deep understanding of third-party products such as mutual funds, insurance, and other investment products to offer comprehensive wealth management services.
- Identify opportunities for upselling and cross-selling existing clients' needs to increase wallet share.
Job Requirements :
- 1-10 years of experience in HNI client handling or sales in banking or finance industry.
- Solid knowledge of investment products including mutual funds, third-party products, and other financial instruments.
- Excellent relationship management skills with ability to build strong rapport with high net worth individuals.