- Acquire and onboard HNI/UHNI clients through personal network, references, market connects & business development activities.
- Build and manage a portfolio of affluent clients and deepen relationships.
- Understand client financial goals, risk profile and provide suitable wealth solutions.
- Generate revenue through investment products like:
- Mutual Funds
- Bonds / Fixed Income
- PMS / AIF
- Structured Products
- Insurance & other investment solutions
- Drive new client acquisition and increase AUM through portfolio growth.
- Conduct regular portfolio reviews and provide investment advisory support.
- Develop strong referral channels and maintain long-term client relationships.
- Collaborate with internal investment/product teams for client servicing.
Desired Candidate Profile:
- 48 years of experience in Wealth Management / Private Banking / Investment Sales
- Strong experience in HNI client acquisition
- Existing HNI client base / AUM handling experience preferred
- Experience from:
- Wealth Management firms
- Private Banks
- Broking firms
- PMS / Mutual Fund distribution
- NBFC wealth divisions
- Valuable knowledge of investment products & market trends
- Strong communication and relationship-building skills