- Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through cross-selling and upselling of mutual funds, equities, structured products, and third-party products.
- Provide investment advisory services to HNIs on various asset classes such as stocks, bonds, real estate, commodities etc.
- Handle client queries related to portfolio management and wealth creation strategies.
- Identify opportunities for business growth by acquiring current HNI clients and expanding existing relationships.
- Collaborate with internal teams to ensure seamless delivery of financial solutions.