Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships to identify their financial goals and provide tailored investment solutions.
- Sell mutual funds, AIFs, and other financial products to meet the needs of HNI clients through effective communication and relationship-building.
- Develop and maintain strong relationships with existing clients by providing exceptional customer service, resolving issues promptly, and offering personalized advice.
- Identify current business opportunities through networking, referrals, and market research to expand the client base.
Job Requirements :
- 1-9 years of experience in wealth management or related field.
- Strong understanding of mutual funds sales and AIFs.
- Excellent HNI client handling skills with ability to build long-term relationships.