Job Description

Key Deliverables:

  • Manage investment portfolios for HNI and NRI clients
  • Drive mutual fund sales and cross-sell wealth products
  • Provide tailored financial solutions and portfolio strategies
  • Ensure compliance with NISM mutual fund certification

Role Responsibilities:

  • Acquire and retain HNI and Ultra HNI clients
  • Conduct financial planning and risk profiling
  • Deliver regular portfolio performance reviews
  • Coordinate with internal teams for seamless service delivery

Skills Required
Wealth Management, Mutual Funds, Hni Sales, Portfolio Management, Private Banking

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