Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' relationships, identifying their financial goals and providing tailored investment solutions.

- Acquire new HNIs through networking, referrals, and marketing efforts to expand the client base.

- Develop and maintain a deep understanding of each client's needs, preferences, and risk tolerance to deliver personalized service.

- Monitor client portfolios regularly to ensure alignment with their objectives and make adjustments as needed.

Job Requirements :

- 7-15 years of experience in wealth management or related field such as equity broking or mutual funds sales.

- Strong background in HNI client handling, acquisition, and retention.

- Proven track record of building robust relationships with high-net-worth individuals.

- In-depth knowledge of various investment products including equities, fixed income securities, mutual funds etc.

📌 PCG Relationship Manager (Mumbai)
🏢 Sharekhan
📍 Mumbai