01Overview
:
- Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients
- Provide comprehensive wealth management solutions across investment products
- Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products
- Build long-term client relationships and ensure high levels of client satisfaction
- Drive revenue through client acquisition, cross-selling, and portfolio expansion
- Conduct regular portfolio reviews and market updates for clients
- Ensure adherence to internal policies and regulatory compliance
Desired Profile / Criteria / Skills :
- 710 years of experience in B2C Wealth Management
- Solid client acquisition and relationship management skills
- Proven track record of revenue generation and portfolio growth
- Excellent communication and advisory skills .
