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 sales, investment advisory services.
• Collaborate with internal teams to ensure seamless delivery of wealth management solutions to clients.

Job Requirements :

• 4-20 years of experience in banking or finance industry with expertise in HNIs acquisition & relationship management.
• Strong understanding of financial products sales including equity sales, mutual funds sales, investment advisory services etc. .
• Proven track record in acquiring new HNI clients through networking, referrals & market research.