Roles and Responsibilities
Manage high net worth individual (HNI) clients, including acquisition and relationship management.
Provide expert advice on investment products such as mutual funds, AIFs, PMS, and portfolio management services.
Identify current business opportunities through networking, referrals, and market research.
Collaborate with internal teams to deliver tailored solutions for HNI clients' financial needs.
Develop and maintain solid relationships with existing HNIs to increase wallet share and product penetration.