Wealth Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' relationships, providing personalized financial solutions to meet their needs.
• Identify new business opportunities through networking, referrals, and market research to drive revenue growth.
• Develop and maintain a deep understanding of the client's financial goals, risk tolerance, and investment horizon to create tailored portfolios.
• Monitor client portfolios regularly to ensure alignment with their objectives and make adjustments as needed.

Job Requirements :

• 2-8 years of experience in bancassurance sales or branch banking with a focus on HNI client handling.
• Strong knowledge of life insurance products and ability to sell them effectively.
• Proven track record in customer acquisition and retention in the BFSI industry.