- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and guidance on mutual funds, PMS, and other financial products.
- Develop and maintain strong relationships with HNIs to understand their financial goals and objectives, ensuring tailored solutions that meet their needs.
- Identify current business opportunities through networking, referrals, and market research to expand the client base.
- Monitor market trends and economic conditions to stay up-to-date on industry developments.
Job Requirements :
- 3-11 years of experience in wealth management or related field.
- Strong understanding of mutual funds sales, PMS, and HNI client handling.
- Excellent communication skills for building rapport with high-net-worth individuals.