- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and solutions.
- Develop and maintain strong relationships with existing HNIs to increase sales revenue through cross-selling mutual funds, PMS, and other financial products.
- Identify new business opportunities by networking within the community and leveraging referrals from current contacts.
- Collaborate with internal teams to ensure seamless delivery of services to HNI clients.
Job Requirements :
- 2-10 years of experience in wealth management or related field.
- Robust understanding of mutual funds, PMS, and other investment options.
- Proven track record in managing HNI client relationships and generating sales revenue.