Build and manage long-term relationships with HNI clients by understanding their financial goals and providing personalized wealth management solutions. Drive business development, portfolio growth and client retention through robust knowledge of financial markets and investment products. Analyze portfolio performance, support portfolio modelling and management, and use business analytics to deliver informed investment solutions and exceptional client service.
Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.Wealth managmentprivate bankingRevenue/target ownershipExisting HNI/UHNI client
Key Responsibilities
Acquire, manage and retain HNI clients while understanding their financial goals and risk profile.
Recommend suitable investment and wealth solutions. Drive business development and revenue growth, monitor portfolio performance, and support portfolio modelling and management. Conduct market and investment analysis, track business metrics, coordinate with product teams, and ensure high-quality client service and compliance.
Competencies
Portfolio performance and risk analysis
Portfolio modelling and asset allocation
Financial market and investment analysis
Business and revenue analytics
Financial planning and investment calculators
Pay: From ₹800,000.00 per year
Perks
Paid sick time
Paid time off
Application Question(s):
Your Current CTC and Notice Period