HNI Manager

Cankids Kidscan

Chennai, Mumbai

6-8 Years

This job is no longer accepting applications

Posted 4 months ago

Job Description

CanKids KidsCan is looking for HNI Manager to join our dynamic team and embark on a rewarding career journey.
Develop and manage relationships with High Net-Worth Individuals (HNIs), understanding their financial goals, risk appetite, and investment preferences.
Offer personalized wealth management solutions including investment products, estate planning, insurance, and tax optimization strategies.
Conduct regular portfolio reviews and provide advisory services based on market trends, financial analysis, and client objectives.
Maintain a high level of service excellence and discretion, ensuring confidentiality and compliance with regulatory norms.
Coordinate with internal teams such as product specialists, risk managers, and compliance officers to deliver customized solutions.
Monitor client account performance, suggest course corrections, and proactively manage client expectations.
Source new HNI clients through networking, referrals, and strategic partnerships, growing the AUM and client base.
Stay updated on financial markets, new investment products, and regulatory changes impacting high-net-worth individuals.
Prepare client presentations, financial plans, and investment proposals tailored to specific client profiles.
Handle complex client queries and provide proactive, holistic financial guidance to foster long-term relationships

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About Company

Cankids Kidscan

Founded in 2004, by Poonam Bagai, herself a cancer survivor, CanKids KidsCan is a national NGO working in India to address the needs of children with cancer and their families. CanKids is dedicated to driving Change for Childhood Cancer .

Job ID: 129499905

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