HNI Client Acquisition & Management Specialist
₹37500-75000 INR
Paid on delivery
I'm seeking a professional with expertise in acquiring, managing, and building relationships with high net worth individuals (HNIs).
Key Responsibilities:
- Client Acquisition: Primarily focusing on HNIs through various strategies including digital marketing, networking events, and referral programs.
- Client Management: Overseeing existing clients and their financial goals.
- Support Provision: Assisting clients with trading, opening demat accounts, and accessing other financial services.
- Product Recommendation: Advising clients on an array of financial products such as mutual funds, stocks, and bonds.
- Portfolio Planning: Creating and managing bespoke investment portfolios.
Ideal Skills:
- Proficiency in digital marketing strategies targeted towards HNIs.
- Excellent networking abilities and experience in attending high-profile events.
- Strong relationship-building skills with a client-centered approach.
- In-depth knowledge of various financial products and market trends.
- Experience in managing investment portfolios.
Your ability to cross-sell other products and research new opportunities will be key to this role. Keeping informed about industry trends and regulations is also essential. The goal is to not only acquire new clients but also to foster long-term relationships with them.
Project ID: #38990922
