Job Overview
Job Description:
- Acquire, develop, and manage relationships with HNI and Super HNI clients, ideally with an investment portfolio of ₹1 crore and above. - Understand clients’ financial goals and provide tailored wealth management solutions. - Cross-sell and promote wealth products, including PMS, AIF, Mutual Funds, Insurance, and other investment products. - Generate revenue through portfolio growth, product penetration, and effective client relationship management. - Build and maintain strong relationships with affluent clients across the region. - Identify new business opportunities and expand the HNI client base through networking and market connections. - Ensure high standards of client servicing, portfolio management, and revenue generation.
Candidate Profile:
Looking for candidates with 8–10+ years of total experience, including a minimum of 3+ years directly managing HNI and UHNI client portfolios, ideally coming from banks or wealth boutiques. The ideal candidate should possess deep multi-asset product knowledge , a proven track record in client acquisition and retention, and strong portfolio advisory expertise.