EduFund - Wealth Management Specialist/HNI Relationship Manager (10-12 yrs)

- We are seeking a highly motivated Wealth Management Specialist to build and manage relationships with high-net-worth individuals (HNIs), providing personalized financial solutions tailored to their unique needs.

- If you have strong sales experience, excellent interpersonal skills, and expertise in wealth management products, this is your opportunity to make an impact in a dynamic and client-focused role.

Key Responsibilities:

- Build and nurture long-term relationships with HNIs by offering personalized financial solutions.

- Identify and acquire new HNI clients, consistently achieving or exceeding sales targets.

- Stay updated on market trends to recommend effective investment strategies, including products such as immigration solutions, mutual funds, and fixed deposits.

- Address client queries promptly and ensure the highest levels of client satisfaction and service delivery.

- Maintain accurate client records, ensuring compliance with all regulatory standards.

Required Skills & Qualifications:

- 10+ years of experience in real estate, premium automotive industries, wealth management, or financial services.

- Bachelor's/Master's degree in Finance, Business, or a related field.

- Proven ability in sales, communication, and relationship-building with HNIs.

- Strong knowledge of financial products and familiarity with CRM tools.

- Self-motivated and client-focused with a high level of integrity and confidentiality