- Manage high net worth individual (HNI) clients' relationships, providing personalized investment advice and solutions to meet their financial goals.
- Identify recent business opportunities through networking, referrals, and market research to expand the client base.
- Develop and implement effective strategies for cross-selling priority banking products such as private banking services.
- Collaborate with internal teams to ensure seamless delivery of wealth management services.
Job Requirements :
- 5-20 years of experience in HNIs acquisition, investment advisory, PCG sales or related fields.
- Strong understanding of priority banking products and services offered by various banks.
- Proven track record in building strong relationships with high net worth individuals (HNIs) for mutual benefit.
📌 PCG - RM (Bengaluru)
🏢 ANANDRATHI
📍 Bengaluru
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