Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales.
Identify new business opportunities through networking, referrals, and market research to acquire HNI clients.
Provide investment advisory services to existing and potential clients on various asset classes such as equity, debt, fixed income securities, private equity funds, real estate funds, etc.
Develop and maintain strong relationships with existing HNI clients by understanding their financial goals and providing tailored solutions.
Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.
