- Manage high net worth individual (HNI) clients' portfolios, providing investment advice and guidance on mutual funds, private banking, priority banking, PMS, NRI services, and other financial products.
- Identify new business opportunities through acquisition of HNIs and expand existing relationships to increase revenue growth.
- Develop strong relationships with clients by understanding their needs and preferences to deliver tailored solutions that meet their expectations.
- Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.
Job Requirements :
- 2-20 years of experience in wealth management or related field such as HNI sales or elite relationship management.
- Robust knowledge of investment advisory services including mutual funds, private banking, priority banking, PMS, NRI services etc. .
- Proven track record in acquiring new HNI clients and growing existing relationships for increased revenue generation.