Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' portfolios, providing investment advisory services to achieve their financial goals.
- Identify recent business opportunities through networking, referrals, and market research to expand the client base.
- Develop and maintain strong relationships with existing HNIs to increase sales revenue from mutual funds, private banking products, demat accounts, etc.
- Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.
Job Requirements :
- 8-15 years of experience in wealth management or related field such as private banking or investment advisory.
- Strong understanding of various investment products including mutual funds, demat accounts, open market instruments etc. .
- Excellent HNI acquisition and client handling skills with ability to build long-term relationships.
📌 Senior Wealth Management Manager (Pune)
🏢 Credicus Business Services
📍 Pune
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