Director of HNI Client Services

3 weeks ago


Chennai, Tamil Nadu, India Kereses Consulting India Pvt. Ltd. Full time
Job Summary

Seeking a seasoned professional to lead our team of Relationship Managers (RMs) in providing exceptional customer service to High Net Worth Individuals (HNIs). The ideal candidate will have a proven track record of managing high-performing teams and driving business growth.

Key Responsibilities:
  • Team Leadership: Oversee a team of RMs dedicated to servicing HNI clients.
  • Client Advisory: Collaborate with RMs to provide HNI clients with personalized investment advice and guidance.
  • Client Acquisition: Develop and implement strategies to attract and retain high-value clients.
  • Client Management: Serve as the primary point of contact for all client investment needs.
  • Client Engagement: Foster strong relationships with clients through regular communication and updates.
Requirements:
  • Proven experience in a managerial role within the financial services industry.
  • Strong understanding of financial markets, investment products, and wealth management strategies.
  • Excellent leadership, communication, and client relationship skills.
  • Ability to analyze market trends and economic data to provide actionable insights.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.


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