01Overview
Roles and Responsibilities
Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire new clients for wealth management services.
Identify cross-sell opportunities for current accounts, insurance products, mutual funds, PMS, AIFs, structured products, and other financial solutions.
Develop a deep understanding of client needs to provide tailored wealth management advice and solutions.
Collaborate with internal teams to resolve customer queries and issues related to their investment portfolios.
Stay up-to-date on market trends and regulatory changes to maintain expertise in the field.
