Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and guidance on various financial products such as AIFs, bonds, equity, mutual funds, PMS, structured products, third-party products etc.
- Develop and implement strategic plans to grow HNIs' wealth through effective investment strategies and risk management techniques.
- Build strong relationships with existing HNI clients by understanding their needs and preferences to identify cross-selling opportunities for other banking services.
- Collaborate with internal teams to ensure seamless execution of trades and settlement processes.

Job Requirements :

- 4-8 years of experience in HNI client handling or wealth management in the banking industry.
- Robust knowledge of broking, NISM certification is an added advantage.
- Proven track record in managing large-scale transactions across multiple asset classes including equity, fixed income securities like bonds & debentures.

📌 Wealth Relationship Manager (Mumbai)
🏢 Avani Consulting
📍 Mumbai