
Executive Relationship Manager
2 days ago
Job Overview
We are seeking a seasoned professional to manage relationships with High Net-Worth Individuals (HNIs) and provide high-quality wealth management services.
The ideal candidate will have a strong understanding of investment strategies and be able to build trust with clients.
Key Responsibilities:- Acquire and retain HNI clients through effective relationship management
- Develop and implement customized financial strategies aligned with client goals
- Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
- Monitor and review client portfolios for consistent performance
Requirements:
- Bachelor's or Master's degree in Finance, Commerce, Economics, or related field
- 2-3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory
- Proven track record of handling HNI clients and converting leads
Qualifications:
- Strong communication and interpersonal skills
- Ability to understand client needs and provide appropriate investment solutions
- Knowledge of financial markets and instruments
Benefits:
Our company offers a dynamic work environment with opportunities for growth and development.
This role provides the chance to make a meaningful impact on clients' lives and contribute to their financial success.
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