High Net Worth Client Manager

3 days ago

Anantapur, Andhra Pradesh, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 15,00,000

Job Summary

The successful candidate will be responsible for managing high net worth individual (HNI) clients. The primary objective is to deliver seamless service and foster deep relationships that drive cross-selling and enhance the client's share of wallet.

Key Responsibilities:
  • Identify and acquire HNI clients through comprehensive profiling, offering a range of products including debt, equity, mutual funds, structured products, and real estate.
  • Analyze and manage client portfolios to optimize performance and profitability, identifying opportunities for growth and expansion.
  • Develop and implement marketing strategies and initiatives to support business growth in the corporate and HNI sectors.
Qualifications and Skills:
  • MBA or equivalent postgraduate degree in business administration is preferred.
  • Professional certifications such as AMFI/NISM are mandatory, while IRDA certification is desirable.
Essential Skills:
  • Wealth management and financial markets expertise.
  • Client acquisition and relationship management skills.
  • Portfolio analysis and management capabilities.
  • Business development and cross-selling skills.

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