Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones.
- Identify investment opportunities through mutual funds, equity broking, wealth management, and stock analysis.
- Provide expert advice on various financial products such as insurance, fixed deposits, bonds, etc. to meet client needs.
- Develop solid relationships with HNI clients by understanding their goals and objectives.
- Collaborate with internal teams to ensure seamless execution of transactions.
Interested candidates can share their updated CV at
[email protected] or reach out to me at (phone hidden). Regards,
Shruti | WorldoTalent
(phone hidden)
📌 Relationship Manager AM (Bengaluru)
🏢 Worldotalent
📍 Bengaluru