To manage and grow a portfolio of high-net-worth individuals (HNIs) by offering customized financial solutions, wealth products, and advisory services, ensuring long-term relationship management and business growth.
Key Responsibilities:
- Acquire and manage HNI clients through networking, references, and lead generation.
- Understand client needs and offer tailored financial solutions including:
- Mutual Funds, Insurance, PMS, Bonds, and other investment products.
- Conduct regular portfolio reviews and risk assessments for clients.
- Deepen wallet share through cross-selling of banking and wealth products.
- Coordinate with product teams and operations for seamless service delivery.
- Ensure compliance with regulatory guidelines and internal policies.
- Maintain documentation and client records as per audit and compliance norms.