RM - Current Account

Dream Solution Indore; Mumbai City, Hyderabad, Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Dream Solution Indore is seeking a wealth management professional to build and manage relationships with HNIs and NRIs in Mumbai. The role focuses on acquiring new clients and delivering tailored investment guidance across a range of financial products.

You will identify cross-sell opportunities, collaborate with internal teams, and stay informed about market trends and regulatory changes to maintain expertise in wealth management.

Qualifications

• Experience managing HNIs and NRIs in wealth management.
• Ability to identify cross-sell opportunities across financial products.
• Strong client-facing communication and advisory skills.

Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire new clients for wealth management services.
• Identify cross-sell opportunities for current accounts, insurance products, mutual funds, PMS, AIFs, structured products, and other financial solutions.
• Develop a deep understanding of client needs to provide tailored wealth management advice and solutions.
• Collaborate with internal teams to resolve customer queries and issues related to their investment portfolios.
• Stay up-to-date on market trends and regulatory changes to maintain expertise in the field.

Skills

Relationship management

Cross-selling

Financial advisory

Market knowledge

Job description

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire new clients for wealth management services.
• Identify cross-sell opportunities for current accounts, insurance products, mutual funds, PMS, AIFs, structured products, and other financial solutions.
• Develop a deep understanding of client needs to provide tailored wealth management advice and solutions.
• Collaborate with internal teams to resolve customer queries and issues related to their investment portfolios.
• Stay up-to-date on market trends and regulatory changes to maintain expertise in the field.