Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire recent clients and grow existing ones.
- Identify opportunities to cross-sell various financial products such as Mutual Funds, NBFC, Insurance, Sales, Broking, Equity etc.
- Develop a deep understanding of client needs and provide tailored solutions to achieve their financial goals.
- Collaborate with internal teams to ensure seamless delivery of services and resolve any issues that may arise.
- Maintain accurate records of client interactions and transactions.