Job Description
This role is for one of the Weekday's clients
Min Experience: 13 years
Location: Bengaluru, Karnataka, Telangana, Hyderabad, Chennai, Tamil Nadu
JobType: full-time
The position entails overseeing and expanding relationships with HNI/UHNI clients, providing them with guidance on wealth creation and investment opportunities across a range of financial products.
Requirements
Key Responsibilities:
- Oversee a portfolio of HNI/UHNI clients with a net worth of ₹5 Cr+
- Facilitate wealth growth through PMS, AIF, and other investment products
- Establish and nurture strong connections with CXOs, promoters, and business owners
- Meet revenue goals by acquiring new clients and expanding existing portfolios
- Manage and enhance Assets Under Management (AUM)
Key Requirements:
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