Wealth & HNI RM

NDX Financial Services; Mumbai; Hybrid; INR 900,000 - 1,500,000; Full time

Job summary

NDX Financial Services seeks an experienced wealth manager to oversee relationships with high net worth individuals in Mumbai and deliver tailored wealth solutions. You will identify growth opportunities through networking and referrals while deepening client engagement.

The role focuses on expanding business among HNI clients with products ranging from bonds and fixed income to private banking and family office offerings, driving revenue growth for the firm.

Qualifications

• Experience managing relationships with high net worth individuals (HNIs) and delivering wealth management solutions.
• Ability to identify and pursue new business opportunities through networking and referrals.
• Maintain relationships with existing HNIs to grow sales across bonds, private banking, and other products.

Responsibilities

• Manage HNI clients' relationships and provide personalized wealth management solutions.
• Identify new business opportunities via networking, referrals, and market research to acquire new HNI clients.
• Develop and maintain strong relationships with existing HNIs to increase sales revenue across various wealth products.

Skills

Relationship management

Networking

Sales

Wealth management

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 acquire new HNI clients.
  
• Develop and maintain strong relationships with existing HNIs to increase sales revenue from various products such as bonds, fixed income securities, private banking services, retail sales, family office solutions, corporate bonds, debt markets etc. .