- Manage high net worth individual (HNI) clients' relationships, providing personalized investment advice and solutions.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop and maintain robust relationships with existing HNIs to increase revenue growth through cross-selling of third-party products.
- Collaborate with internal teams to ensure seamless delivery of services, including priority banking and wealth management.
Job Requirements :
- 1-6 years of experience in HNI client handling, sales, or relationship management in the financial services industry.
- Strong understanding of investment advisory, investment management, mutual funds, priority banking, and third-party products.
- Excellent communication skills for effective relationship building with HNIs; ability to work independently as well as part of a team.