- Manage high net worth individual (HNI) clients' relationships, identifying their financial goals and providing tailored investment solutions.
- Acquire new HNIs through networking, referrals, and marketing efforts to expand the client base.
- Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell opportunities.
- Collaborate with internal teams to ensure seamless delivery of services and products.
Job Requirements :
- 3-10 years of experience in HNI sales or wealth management in the banking industry.
- Proven track record of successful HNI acquisition and retention.
- Solid understanding of mutual funds (MF), HNI client handling, and investment products.