- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and solutions.
- Identify cross-sell opportunities for third-party products such as mutual funds, PMS, AIFs, structured products, etc.
- Develop robust relationships with existing HNIs to increase wallet share and retain business through effective relationship management.
- Achieve revenue targets by acquiring new HNI clients and growing existing ones through equity sales, MF sales, SIPs, DMAT services.
Job Requirements :
- 1-7 years of experience in wealth management or related field like equity sales, financial products sales or HNI acquisition.
- Strong understanding of various financial products including mutual funds sales (MFS), demat services (DMAT), PMS (Portfolio Management Services).
- Excellent relationship management skills with ability to build trust with high net worth individuals.
📌 Wealth Manager (Mangalore)
🏢 Credicus Business Services
📍 Mangalore
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