Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and solutions.
• Develop and maintain strong relationships with existing HNIs to increase asset under management (AUM) through cross-selling mutual funds and other financial products.
• Identify new business opportunities by networking within the community, attending events, and leveraging referrals from current contacts.
• Collaborate with internal teams to ensure seamless delivery of services to HNIs.

Job Requirements :

• 2-7 years of experience in wealth management or related field.
• Strong understanding of mutual funds and ability to communicate complex financial concepts effectively.
• Excellent HNI client handling skills with a focus on building long-term relationships.