Wealth Manager

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
  
• Provide personalized investment advice to HNI clients, ensuring alignment with their financial goals and risk tolerance.
  
• Identify cross-selling opportunities for various products such as insurance, fixed deposits, mutual funds, PMS, AIFs, structured products, stock broking services, etc.
  
• Develop and maintain a deep understanding of client needs through regular communication and relationship-building activities.
  
• Collaborate with internal teams to resolve client queries and issues in an efficient manner.