- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Acquire new HNI clients through networking, referrals, and market research to expand the client base.
- Develop and maintain robust relationships with existing HNI clients by providing exceptional service, ensuring timely resolution of queries, and offering personalized investment advice.
- Collaborate with internal teams such as sales, trading, and operations to ensure seamless execution of trades and settlements.
Job Requirements :
- 3-8 years of experience in HNI acquisition or relationship management in the banking industry.
- Strong understanding of portfolio management, wealth creation strategies, and investment products.
- Excellent communication skills for effective client interaction and negotiation.
📌 Relationship Manager (Noida)
🏢 Info Edge
📍 Noida
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