- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Acquire current clients through field sales efforts, leveraging existing networks and market knowledge.
- Develop and maintain a deep understanding of various investment products such as mutual funds, alternative investments, private equity, portfolio management services (PMS), etc.
- Monitor client portfolios regularly to ensure alignment with their objectives and make adjustments as needed.
Job Requirements :
- 1-10 years of experience in wealth management or related fields like HNI client acquisition or relationship management.
- Strong understanding of various types of investment products including mutual funds, AIFs, PMSes etc. .
- Excellent communication skills for building strong relationships with clients at all levels.
- Ability to work independently with minimal supervision while meeting targets set by the organization.