- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Conduct portfolio reviews, analyze market trends, and make recommendations on mutual funds, PMS, and other investment products.
- Develop and maintain solid relationships with existing clients to increase sales revenue through cross-selling opportunities.
- Identify new business prospects within the HNI segment and develop strategies to acquire new clients.
Job Requirements :
- 1-20 years of experience in HNI client handling or similar role in banking or finance industry.
- Strong understanding of mutual funds, PMS, and other investment products.
- Excellent communication skills for effective relationship management with HNIs.