Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment solutions to achieve their financial goals.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop and maintain strong relationships with existing HNIs to increase wallet share and cross-sell other products.
- Collaborate with internal teams to ensure seamless execution of trades, settlements, and reporting.
Job Requirements :
- 8-15 years of experience in wealth management or related field.
- Solid understanding of AIFs, DMAs, MFs, PMS, SIPs, and other investment products.
- Proven track record in HNI acquisition and relationship management.
📌 Senior Wealth Manager (Pune)
🏢 Credicus Business Services
📍 Pune
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.