Wealth Management Role - HNI - Broking Firm

Responsibilities:

- Monitor and address HNI clients banking and Investment requirements

- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals

- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of product-wise targets

- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio

- Ensuring need based product approach towards clients and regular reporting of product penetration

Conduct risk profiling of all mapped clients for better advisory on investment needs