Job Overview
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.
1) Cross-sell investment solutions and wealth advisory services to HNI and Super HNI clients of a leading bank.
2) Activate branches by training and collaborating with relationship managers and sales teams on wealth products and allied services.
3) 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.
4) 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.
5) 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.
Candidates with minimum of 5 + years of experience in HNI Wealth management will be ideal for the role . Candidate should hold PMS / NISM certification. Candidate should well versed with all the wealth products.