Experience: 8-18 years
Job Type: Onsite FTE
Budget: 15-22LPA
Job Summary
Selling of wealth products .
Acquire, manage and retain HNI clients while understanding their financial goals and risk profile.
Recommend suitable investment and wealth solutions.
Drive business development and revenue growth, monitor portfolio performance, and support portfolio modelling and management.
Conduct market and investment analysis, track business metrics, coordinate with product teams, and ensure high-quality client service and compliance.
Skills
Must-have skills need evidence in the CV — projects and responsibilities, not just keywords.
- Build and manage long-term relationships with HNI clients by understanding their financial goals and providing personalized wealth management solutions.
Drive business development, portfolio growth and client retention through solid knowledge of financial markets and investment products.
Analyze portfolio performance, support portfolio modelling and management, and use business analytics to deliver informed investment solutions and exceptional client service.