Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) to acquire recent clients and grow existing ones through effective sales strategies.
- Provide investment advisory services to HNI clients, ensuring tailored solutions based on their financial goals and risk tolerance.
- Identify cross-selling opportunities for mutual funds, insurance products, and other relevant financial services to increase revenue growth.
- Develop strong rapport with clients by understanding their needs, providing exceptional customer service, and building trust over time.
- Collaborate with internal teams to resolve client queries, address concerns, and maintain high levels of satisfaction. Desired Candidate Profile
- 2-5 years of experience in wealth management or asset management industry.
- Strong knowledge of HNI client handling, HNI sales, investment advisory, mutual funds sales, and relationship management principles.
- Excellent communication skills with ability to build rapport quickly with high net worth individuals.