- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and solutions.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop strong relationships with existing HNIs to increase wallet share and cross-sell additional financial products.
- Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.
Job Requirements :
- 1-10 years of experience in private banking, wealth management, or related fields.
- Solid understanding of investment products such as mutual funds, open market instruments, and other financial markets.
- Excellent relationship management skills for effective HNI acquisition and retention.
- Proven track record in direct sales or direct channel distribution.
📌 Wealth Manager (Bengaluru)
🏢 Credicus Business Services
📍 Bengaluru
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