HNI growth manager

3 - 7 years

0 Lacs

indore madhya pradesh

Posted:4 days ago| Platform: Shine logo

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Skills Required

networking client acquisition relationship management financial products upselling portfolio management compliance investment strategies crossselling market updates

Work Mode

On-site

Job Type

Full Time

Job Description

As an HNI Growth Manager at Swastika Investmart Ltd, your role will involve acquiring, managing, and growing relationships with High Net-Worth Individuals (HNIs) by providing a range of broking and investment products. Key Responsibilities: - Acquire new HNI clients through networking, referrals, and strategic partnerships - Identify client needs and provide appropriate broking and investment solutions - Drive revenue growth by upselling and cross-selling financial products - Conduct regular portfolio reviews and provide market updates for clients - Ensure compliance with regulatory guidelines and internal policies - Collaborate with research and advisory teams to offer personalized investment strategies - Track and achieve monthly/quarterly targets for client acquisition Qualifications Required: - Graduate or Post Graduate degree,

More Jobs at Swastika investmert Ltd.

HNI growth manager

indore, madhya pradesh

3.0 - 7.0 yrs
|

Salary: Not disclosed

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Swastika investmert Ltd.

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