Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and guidance to achieve their financial goals.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop robust relationships with existing clients by offering exceptional service, resolving issues promptly, and providing regular updates on market trends.
- Collaborate with internal teams to ensure seamless execution of transactions, product offerings, and revenue generation strategies.

Job Requirements :

- 1-8 years of experience in wealth management or related field such as brokerage services or mutual funds sales.
- Strong understanding of PMS (Portfolio Management Services), third-party products, and other investment options available in the market.
- Excellent relationship management skills with ability to build trust with HNIs and generate new business leads.

📌 Wealth Manager (Ballari)
🏢 Credicus Business Services
📍 Ballari