24 Aug
|
Worldotalent
|
Amritsar
24 Aug
Worldotalent
Amritsar
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, providing personalized wealth management solutions.
- Develop and maintain a deep understanding of each client's financial goals, risk tolerance, and investment objectives.
- Identify cross-selling opportunities for various banking products such as deposits, credit cards, loans, etc. to enhance client portfolios.
- Monitor market trends and economic indicators to make informed investment recommendations to clients.
Job Requirements :
- 4-10 years of experience in HNI sales or related field like CASA sales or portfolio management.
- Robust knowledge of wealth management principles and practices.
- Excellent communication skills with ability to build strong relationships with high net worth individuals.
📌 HNI Relationship Manager (Amritsar)
🏢 Worldotalent
📍 Amritsar