- Manage high net worth individual (HNI) clients' relationships, identifying their financial goals and providing tailored wealth management solutions.
- Acquire new HNIs through effective sales strategies and maintain existing ones by delivering exceptional service.
- Develop strong relationships with third-party product providers to offer a range of investment products to clients.
- Collaborate with internal teams to ensure seamless delivery of priority banking services.
Job Requirements :
- 1-7 years of experience in retail branch banking, preferably in HNI client handling or acquisition.
- Solid understanding of mutual funds sales, third-party products, and investment products.
- Excellent relationship management skills with ability to build trust with high-net-worth individuals.