- Manage high net worth individual (HNI) clients' relationships, providing personalized financial advice and investment solutions.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop and implement effective sales strategies to meet or exceed monthly targets for HNI acquisition and retention.
- Collaborate with internal teams to ensure seamless delivery of services, including investment advisory, equity sales, mutual funds sales, etc.
Job Requirements :
- 4-20 years of experience in wealth management or related field such as equity sales, financial advisory, HNIs acquisition & relationship management.
- Robust understanding of various financial products including mutual funds, equities, bonds etc. .
- Proven track record in meeting sales targets consistently over time.
📌 Senior Wealth Relationship Manager (New Delhi)
🏢 Nuvama Wealth and Investment
📍 New Delhi
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