- Manage high net worth individual (HNI) clients' portfolios, ensuring optimal returns on investments and providing exceptional customer service.
- Identify new business opportunities through networking, referrals, and market research to drive revenue growth.
- Develop solid relationships with HNIs by understanding their financial goals and objectives, offering tailored solutions using mutual funds, PMS, third-party products, etc.
- Monitor client portfolios regularly to ensure alignment with risk tolerance and make adjustments as needed.
Job Requirements :
- 1-8 years of experience in wealth management or related field.
- Strong skills in client acquisition, relationship management, and revenue generation.
- Proficiency in mutual funds sales and knowledge of third-party products is essential.
📌 Wealth Manager (Bengaluru)
🏢 Credicus Business Services
📍 Bengaluru
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