- Manage a portfolio of High Net Worth Individuals (HNIs) and ultra HNIs, providing personalized financial solutions to meet their investment needs.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop robust relationships with existing clients by understanding their goals, risk tolerance, and liquidity requirements.
- Collaborate with internal teams such as trading desks, operations, and compliance to ensure seamless execution of trades.
Job Requirements :
- 2-10 years of experience in B2C sales or wealth management in an NBFC or broking firm.
- Strong knowledge of bonds, equities, fixed income products, mutual funds, PMS, AIFs etc. .
- Proven track record of successful HNI acquisition and retention.