HNI Relationship Manager

Job Overview

This role involves acquiring and managing High Net Worth Individuals (HNIs) as clients, enhancing Assets Under Management (AUM), and fostering solid referral networks. The candidate will offer mutual fund advisory, conduct regular portfolio assessments, and focus on sustaining client relationships in the Pune location.

Key Responsibilities

• Acquire and manage clients categorized as High Net Worth Individuals.
• Expand Assets Under Management through strategic client engagement.
• Develop and maintain robust referral networks for business growth.
• Provide advisory services related to mutual funds and investments.
• Conduct periodic portfolio reviews to optimize client investments.
• Ensure high client retention by delivering excellent service and relationship management.

Candidate Profile and Requirements

• Possess 5 to 10 years of experience in wealth management or banking sectors.
• Have a well-established network among HNI clients.
• Proficient in handling significant Assets Under Management.
• Solid understanding of mutual funds and wealth products; holding NISM certification is preferred.
• Exemplary communication and relationship-building abilities.
• Demonstrate a results-oriented attitude, focused on meeting targets.