- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment solutions to achieve their financial goals.
- Identify recent business opportunities through networking, referrals, and market research to expand the client base.
- Develop and maintain strong relationships with existing HNIs to increase revenue growth through cross-selling of products such as AIFs, bonds, equity sales, mutual funds, NISM certifications, PMS services.
- Analyze market trends and economic indicators to make informed decisions on investment strategies for HNI clients.
Job Requirements :
- 3-10 years of experience in wealth management or related field.
- Strong understanding of alternative investments like AIFs and bonds.
- Excellent communication skills for effective HNI client handling and relationship building.