HNI Manager
Cankids Kidscan · Chennai · onsite · Posted 54d ago
Not disclosed6–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- CanKids KidsCan is looking for HNI Manager to join our dynamic team and embark on a rewarding career journey.
- Develop and manage relationships with High Net-Worth Individuals (HNIs), understanding their financial goals, risk appetite, and investment preferences.
- Offer personalized wealth management solutions including investment products, estate planning, insurance, and tax optimization strategies.
- Conduct regular portfolio reviews and provide advisory services based on market trends, financial analysis, and client objectives.
- Maintain a high level of service excellence and discretion, ensuring confidentiality and compliance with regulatory norms.
- Coordinate with internal teams such as product specialists, risk managers, and compliance officers to deliver customized solutions.
- Monitor client account performance, suggest course corrections, and proactively manage client expectations.
- Source new HNI clients through networking, referrals, and strategic partnerships, growing the AUM and client base.
- Stay updated on financial markets, new investment products, and regulatory changes impacting high-net-worth individuals.
- Prepare client presentations, financial plans, and investment proposals tailored to specific client profiles.
- Handle complex client queries and provide proactive, holistic financial guidance to foster long-term relationships
Sourced from foundit
Skills
Risk AssessmentWealth ManagementInvestment StrategiesPortfolio Analysisclient relationshipFinancial Planning
About Cankids Kidscan
Cankids Kidscan
Healthcare
400
employees
2004
22 years old
New Delhi
India
₹4.8L PA avg
Avg at Cankids Kidscan
About
Change of Childhood Cancer In India
Industries
Healthcare
Employee ratings
10 reviews
3.3/ 5
Culture
2.7
Career growth
2.3
Work-life
3.0
Employees rate it well for
Job Security34Overall Company33
Find them on