- 4-20 years experience in banking/finance with expertise in HNI acquisition and relationship management
- Manage HNI client relationships, provide financial advice, identify new business opportunities, and implement strategies for client acquisition and cross-selling
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, providing personalized financial advice and investment solutions.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop and implement effective strategies for HNI acquisition, retention, and cross-selling of various financial products such as equity sales, mutual funds sales, investment advisory services.
- Collaborate with internal teams to ensure seamless delivery of wealth management solutions to clients.
Job Requirements :
- 4-20 years of experience in banking or finance industry with expertise in HNIs acquisition & relationship management.
- Solid understanding of financial products sales including equity sales, mutual funds sales, investment advisory services etc. .
- Proven track record in acquiring new HNI clients through networking, referrals & market research.