Roles and Responsibilities
Manage relationships with High Net Worth Individuals (HNIs) to acquire current clients and expand existing ones.
Provide personalized wealth management solutions, including portfolio management, investment advisory, and cross-selling of products like Demat, FD, Mutual Funds, Insurance, etc.
Identify prospects for upselling and cross,-selling relevant financial products to increase revenue growth.
Collaborate with internal teams to resolve customer queries and issues efficiently.
Develop solid understanding of client needs and preferences to deliver tailored services that meet their expectations.