- 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, referrals, and networking to expand the customer base.
- Develop strategies for retaining existing clients by offering personalized services and ensuring timely resolution of queries.
- Identify opportunities for upselling mutual funds, insurance products, or other relevant financial instruments.
Job Requirements :
- 0-10 years of experience in wealth management or related field.
- Strong understanding of investment products such as mutual funds, open market transactions, etc.
- Excellent relationship management skills with ability to build solid rapport with HNIs.
- Proven track record of successful HNI acquisition and retention.