Senior Wealth Relationship Manager

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.
• Strong understanding of investment advisory, equity sales, mutual funds sales, financial products sales.
• Proven track record of building strong relationships with high net worth individuals.