- Manage high net worth individual (HNI) clients' relationships, providing personalized financial solutions and services.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop and implement investment strategies for HNIs, including portfolio management services (PMS), mutual funds, demat accounts, SIPs, and other wealth management products.
- Ensure timely resolution of customer queries and issues while maintaining a high level of customer satisfaction.
Job Requirements :
- 1-10 years of experience in private banking or wealth management with expertise in HNI sales and acquisition.
- Solid understanding of priority banking, premier banking, preferred banking, NRI services, ultra-high net worth individuals' needs.
- Proficiency in selling various financial products such as mutual funds, PMS, demat accounts, SIPs etc.
📌 Wealth Manager (Bengaluru)
🏢 Credicus Business Services
📍 Bengaluru
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