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Aspire Systems
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HNI Relationship Manager - Leading AMC

HNI Relationship Manager - Leading AMC

3 - 8 years

|

7 - 10 Lacs

noida new delhi gurugram

Posted:23 hours ago| Platform:

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Skills Required

mutual funds mutual funds sales hni acquisition hni sales amc sales private banking premier banking hni client handling wealth management pms equity sales investment advisory private wealth aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities :

Manage high net worth individual (HNI) clients' relationships, providing personalized wealth management solutions.
Identify new business opportunities through networking, referrals, and market research to expand the HNI book.
Develop and implement investment strategies tailored to each client's risk tolerance, liquidity needs, and financial goals.
Monitor portfolio performance regularly and make adjustments as needed to ensure optimal returns.

Job Requirements :

3-8 years of experience in private banking or wealth management with a focus on HNI client handling.
Strong understanding of alternative investments such as AIFs, AMCS, Equity Sales, Mutual Funds Sales & PMS.
Proven track record of successful HNI acquisition and retention through exceptional service delivery.

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