- Manage high net worth individual (HNI) clients' investment portfolios, providing personalized financial planning and investment advice.
- Identify cross-sell opportunities for third-party products such as mutual funds, PMS, DMAT, etc. to increase revenue through upselling and cross-selling strategies.
- Develop robust relationships with HNIs by understanding their financial goals and objectives, ensuring timely resolution of queries and issues.
- Monitor market trends and economic indicators to make informed decisions on portfolio management.
Job Requirements :
- 1-7 years of experience in wealth management or related field like broking or banking products.
- Strong knowledge of mutual funds sales, relationship management, cross selling, third party products.
- Excellent communication skills with ability to build rapport with high net worth individuals.
📌 Wealth Manager (Indore)
🏢 Credicus Business Services
📍 Indore
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