Key Responsibilities
Manage and grow relationships with HNI clients.
Acquire recent customers through referrals and networking.
Cross-sell banking and wealth management products.
Understand client financial needs and recommend suitable solutions.
Achieve sales, revenue, and portfolio growth targets.
Ensure excellent customer service and regulatory compliance.
Requirements
Bachelor's degree in any discipline.
1–2 years of experience in Banking, Wealth Management, NBFC, or Financial Services.
Robust communication, sales, and relationship management skills.
Knowledge of banking and investment products is preferred.
Target-driven with a customer-focused approach.
Preferred: Experience handling HNI/Preferred Banking clients and certifications such as AMFI or NISM will be an added advantage.