- Manage and grow relationships with HNI clients.
- Drive wealth management products, including Mutual Funds, Insurance, Investments, and other financial solutions.
- Acquire new clients and deepen existing client relationships.
- Achieve business targets through cross-selling and portfolio management.
- Provide personalized financial solutions based on client needs.
- Ideal Candidate Profile:
- Relevant experience in Wealth Management / Banking / Financial Services.
- Robust client relationship management and communication skills.
- Knowledge of investment products and portfolio management.