- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and guidance on mutual funds, PMS, AIFs, MF, SIP, and third-party products.
- Develop and maintain robust relationships with existing HNIs to increase wallet share and cross-sell opportunities through effective relationship management.
- Identify new business prospects through networking and referrals to expand the client base.
- Collaborate with internal teams to ensure seamless execution of transactions and resolution of queries related to investments.
Job Requirements :
- 5-15 years of experience in financial advisory services or wealth management industry.
- Strong understanding of HNI client handling, acquisition, and retention strategies.
- Proficiency in investment advisory services including mutual funds, PMS, AIFs, MF, SIP.