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Urgent opening For Sr. HNI Advisor

5 - 10 years

7 - 12 Lacs

Posted:14 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Roles and Responsibilities

  • Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through effective sales strategies.
  • Identify potential HNI prospects, conduct research on their financial goals and objectives, and develop tailored solutions to meet their needs.
  • Provide wealth management services such as portfolio management, private banking, real estate marketing, relationship management, and ultra-high net worth client handling.
  • Develop strong relationships with HNIs by understanding their preferences, providing exceptional customer service, and offering personalized investment advice.
  • Collaborate with internal teams to ensure seamless delivery of products and services to high-net-worth clients.

Desired Candidate Profile

  • 5-10 years of experience in HNI Client Handling, Acquisition & Sales or related fields like Wealth Management or Private Banking.
  • Strong knowledge of Real Estate Marketing and Sales is an added advantage.
  • Excellent communication skills for building strong relationships with HNIs.
  • Ability to work independently as well as part of a team towards achieving common goals.

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