- Manage relationships with high net worth individuals (HNIs) to understand their financial goals and objectives.
- Provide personalized investment solutions through various products such as mutual funds, AIFs, MFs, PMS, and other alternative investments.
- Develop and maintain a deep understanding of clients' portfolios to identify opportunities for growth and risk management.
- Ensure timely communication with clients regarding market updates, performance reports, and any changes in their investment strategies.
Job Requirements :
- 5-10 years of experience in wealth management or related field.
- Robust knowledge of alternative investments including AMCS/AIFs/MFs/PMS.
- Proven track record in managing HNI client relationships and generating revenue through sales of investment products.
📌 RM Yes First (Agar)
🏢 Tenheads
📍 Agar
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