- Acquire and manage HNI/UHNI clients and build long-term relationships.
- Drive business through Equity, Mutual Funds, PMS, AIFs, Bonds/NCDs, Insurance and other wealth products.
- Generate new leads through referrals, networking and market outreach.
- Understand client investment needs and provide tailored investment solutions.
- Manage client portfolio, ensure regular engagement and achieve AUM/revenue targets.
- Stay updated on market trends, investment products and regulatory requirements.
- Coordinate with research, operations and product teams for seamless client servicing.
Key Skills & Requirements:
- 2–8 years of experience in Wealth Management, Private Banking, Broking or Financial Services.
- Solid client acquisition, relationship management and communication skills.
- Good understanding of Equity and Wealth Management products.
- Existing HNI/UHNI client network/AUM will be an advantage.
- Relevant NISM certifications preferred.