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Tier-1 brand plus common senior RM sales title in a metro increases applicant competition.
Requires wealth/HNI expertise and financial product knowledge, so candidates from other industries transfer poorly.
No explicit years but HNI-specific portfolio and product expertise imply moderate filtering of candidates.
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Build and manage a portfolio of High Net Worth Individual (HNI) clients, providing tailored wealth management and investment solutions.
Drive client acquisition and retention by profiling clients, cross-selling financial products, and ensuring high income per customer.
Collaborate with internal teams to ensure compliant, accurate financial advice and contribute to business growth through marketing and networking initiatives.
Graduate or Postgraduate degree in any discipline.
Work Experience Required: Not explicitly mentioned in the JD.
Deep understanding of financial markets, investment products including Debt, Equities, Mutual Funds, Structured Products, and Real Estate funds.
Not explicitly mentioned: notice period or mandatory location.
Experience managing and growing HNI client portfolios in wealth management or financial advisory roles.
Demonstrated ability to generate high portfolio profitability and exceed business growth targets through client acquisition and retention.
Familiarity with compliance, investment research collaboration, and executing client-focused marketing activities in a sales-driven environment.