Roles and Responsibilities
Manage relationships with High Net Worth Individuals (HNIs) to acquire recent clients and grow existing ones through cross-selling and upselling of mutual funds, equities, structured products, and third-party products.
Provide investment advisory services to HNIs on various asset classes such as stocks, bonds, real estate, commodities etc.
Handle client queries related to portfolio management and wealth creation strategies.
Identify opportunities for business growth by acquiring current HNI clients and expanding existing relationships.
Collaborate with internal teams to ensure seamless delivery of financial solutions.