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Tier-1 brand, common RM sales role, metro location, and broad requirements increase candidate competition.
Role requires HNI wealth management experience and product knowledge, limiting cross-industry transferability.
Requires HNI wealth experience and product knowledge, but lacks explicit years or certification filters.
Acquire and manage a portfolio of High Net Worth Individuals (HNIs) addressing their investment needs across Debt products, Equities, Mutual Funds, and Real Estate.
Deepen client relationships through profiling, cross-selling, and ensuring high income generation per customer to enhance portfolio profitability.
Support business growth by networking, seeking referrals, assisting in marketing plans, and executing client acquisition initiatives including micro-events.
Experience required: Not explicitly mentioned in the JD.
Knowledge of investment products including Debt, Equities, Mutual Funds, and Fund-based Real Estate products.
Ability to profile HNI clients and offer tailored financial solutions.
Location requirement: Pune - Baner (implied by job title).
Experienced in managing and growing HNI client relationships with strong sales and acquisition focus.
Proficient in cross-selling and portfolio profitability enhancement through client wallet share expansion.
Capable of collaborating across internal teams (research, investment, compliance) for compliant and accurate investment delivery to clients.