- 4-20 years experience in financial advisory with expertise in HNI acquisition and wealth management
- Manage HNI client relationships, provide financial advice, identify new business opportunities, and implement strategies for 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, wealth management services.
- Collaborate with internal teams to ensure seamless delivery of services to HNIs.
Job Requirements :
- 4-20 years of experience in financial advisory or related field with expertise in HNI acquisition and wealth management.