- Manage high net worth individual (HNI) clients' relationships, identifying their financial goals and providing tailored investment solutions.
- Acquire new HNIs through cross-selling of priority banking services, mutual funds, PMS, and other investment products.
- Develop and maintain strong relationships with existing HNI clients to increase portfolio size and retain business.
- Identify opportunities for upselling and cross-selling of various financial products to enhance customer satisfaction.
Job Requirements :
- 1-10 years of experience in wealth management or related field.
- Solid understanding of HNI client handling, acquisition, and retention strategies.
- Excellent relationship management skills with ability to build trust with high-net-worth individuals.