To build and nurture strong long-term relationships with High-Net-Worth (HNI) clients by providing personalized wealth management solutions and investment advice. The role involves client acquisition portfolio management business development and delivering customized financial solutions aligned with clients' short-term and long-term investment objectives.
Key Responsibilities
1. Client Acquisition & Relationship Management
- Acquire and manage a portfolio of HNI clients and understand their investment requirements.
- Build robust relationships through personalized wealth management solutions and superior client servicing.
- Conduct customer profiling and recommend suitable investment products based on financial goals and risk appetite.
- Deepen existing client relationships through cross-selling and upselling of relevant financial products.
- Acquire new clients through networking referrals and internal business referrals.
- Enhance client profitability by increasing wallet share and generating higher revenue per customer.
- Ensure client retention and maintain long-term relationships.
2. Business Development & Marketing
- Drive new business acquisition through B2C and B2B client segments.
- Develop and execute client acquisition strategies to achieve business targets.
- Identify potential business opportunities through corporate networking and referrals.
- Organize and participate in client acquisition initiatives events and networking activities.
- Collaborate with internal teams to deliver effective investment solutions and ensure seamless client servicing.
3. Financial & Product Expertise
- Possess a strong understanding of financial markets and investment products.
- Provide suitable investment solutions across:
- Debt Products
- Structured Products
- Equities
- Mutual Funds
- Fund-based Real Estate Products
- Other Wealth Management Products
- Monitor portfolio performance and recommend appropriate investment solutions.
- Stay updated on market trends economic developments and regulatory changes.
- Ensure compliance with internal policies and applicable regulatory guidelines.
Qualifications & Experience
- Graduate or Postgraduate in any discipline.
- 3–6 years of relevant experience in Wealth Management / Private Banking / Financial Services.
- Experience in HNI client acquisition and relationship management.
- Strong knowledge of investment products and financial markets.
- Proven experience in business development portfolio handling and cross-selling financial products.
Key Competencies
- Strong communication and interpersonal skills.
- Client relationship management.
- Business development and networking.
- Analytical and problem-solving abilities.
- Customer-centric approach.
- Ownership and accountability.
- Adaptability and collaboration.
Compensation: Up to 15 LPA depending on experience and suitability.
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Note: Candidates with relevant experience in HNI/UHNI client management trading and client acquisition will be preferred.