- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and solutions.
- Identify new business opportunities through cross-selling and upselling banking products to existing clients.
- Develop and maintain strong relationships with HNIs to increase loyalty, retention, and referrals.
- Collaborate with internal teams to ensure seamless execution of transactions, reports, and other services.
Job Requirements :
- 8-15 years of experience in wealth management or related field.
- Solid understanding of banking products, direct sales, direct marketing, direct sales principles.
- Excellent HNI client handling skills with ability to build long-term relationships.
- Proficiency in mutual funds, open market operations, portfolio management.