Roles and Responsibilities :

- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.

- Cross-sell mutual funds, insurance products, and other financial services to existing clients to increase revenue growth.

- Develop new business opportunities by identifying potential HNI clients through networking, referrals, or market research.

- Provide expert advice on various types of investments such as stocks, bonds, real estate, etc. to help clients achieve their financial objectives.

Job Requirements :

- 2-8 years of experience in the financial services industry as an Investment Advisor/Wealth Manager/Relationship Manager/Dealer/Mutual Funds Sales Professional/Wealth Advisor.

- Strong understanding of cross-selling techniques for increasing sales revenue growth.

- Excellent communication skills with ability to build solid relationships with HNI clients.

- Knowledge of different types of investments including stocks, bonds, real estate etc.

📌 Digital Sales - MTF or Mutual funds OR Insurance products (Mumbai Suburban)
🏢 Naukri Assist
📍 Mumbai Suburban