Roles and Responsibilities
Manage relationships with High Net Worth Individuals (HNIs) to acquire current clients and grow existing ones.
Provide advisory services on investment products such as Equity, Mutual Funds, Bonds, AIFs, Structured Products, PMS & MF, Life Insurance, Health Insurance etc.
Identify cross-selling prospects for various financial products through effective communication with HNI customers.
Develop a deep understanding of customer needs and preferences to provide tailored solutions.
Meet sales targets by acquiring current HNI clients and increasing revenue from existing ones.