Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
- Identify potential customers through networking, referrals, and market research to expand the customer base.
- Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
- Provide exceptional service to high-value clients, ensuring their financial needs are met and exceeded.
- Develop and implement effective sales strategies to meet targets set by the bank.
Desired Candidate Profile
- 5-10 years of experience in Private Banking, Wealth Management, Preferred Banking, Mutual Funds, or related fields.
- Bachelor's degree in any specialization (B.Com/B.Sc).
- Strong skills in HNI Client Handling, Portfolio Management, HNI Acquisition, Wealth Management, Private Banking, Ultra HNI.
