Back
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Strong Tata brand, popular RM role and broad HNI-sales skills make applicant competition high.
High industry specificity: wealth advisory certifications and HNI sales limit cross-industry transferability.
Requires MBA and regulatory certifications, but no explicit years, so moderate shortlisting strictness.
Manage a portfolio of High Net Worth Individuals (HNI) clients by addressing their investment needs through a variety of products including Debt, Structured Products, Equities, Mutual Funds, and Fund-based Real Estate.
Develop and implement marketing plans for acquiring new corporate and HNI customers and drive cross-selling to deepen client relationships and increase wallet share.
Ensure portfolio profitability by generating high income per customer, retaining customer profitability, and expanding client base through targeted acquisition initiatives.
MBA/PGDBA/PGPM or equivalent qualification.
Mandatory certifications: AMFI, NISM, IRDA.
Experience with wealth management or financial advisory focused on HNI clients. Work Experience Required: Not explicitly mentioned in the JD.
Location or notice period not explicitly mentioned in the JD.
Experienced in managing HNI client portfolios with strong skills in product profiling and financial needs analysis.
Proven track record in business development, client acquisition, and cross-selling in a wealth management or financial services environment.
Able to drive profitability through effective portfolio management and customer relationship deepening strategies.