About the opportunity
Job Overview
<p>Deliver cross-selling of investment solutions and wealth advisory services to HNI and Super HNI clients of a leading bank, while activating branches through close collaboration with relationship managers and sales teams to drive adoption of wealth products and allied services.</p> <p>> Cross-sell investment solutions and wealth advisory services to HNI and Super HNI clients of a leading bank.</p>
<p>> Activate branches by training and collaborating with relationship managers and sales teams on wealth products and allied services.</p>
<p>> Build and maintain long-term relationships with HNI and Ultra-HNI clients by understanding their financial goals, risk appetite, and investment preferences, and providing tailored wealth management solutions.</p>
<p>> Recommend and cross-sell a range of investment products (mutual funds, insurance, structured products, PMS, etc.) while delivering ongoing portfolio reviews and advisory to optimize client returns.</p>
<p>> Acquire new clients and grow the existing portfolio by generating leads, deepening client engagement, and collaborating with internal teams to drive revenue and achieve sales targets.</p> <p>Candidates with minimum of 2 + years of experience in HNI Wealth management will be ideal for the role . Kindly note this is an immediate role and we are looking for an immediate joiner who can join during March 2026 itself.–</p>