- 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 acquire current HNIs.
- Develop and maintain strong relationships with existing clients to increase wallet share and cross-sell other financial products.
- Collaborate with internal teams such as trading, operations, and compliance to ensure seamless execution of trades.
Job Requirements :
- 1-5 years of experience in private banking or wealth management industry.
- Strong understanding of investment advisory services, including mutual funds (MF), PMS, AIFs, structured products etc. .
- Proven track record in HNI client handling and acquisition through open market channels.
📌 Wealth Manager (Raichur)
🏢 Credicus Business Services
📍 Raichur
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