Offer investment products, including equities, mutual funds, structured products, and alternative investments.Build and maintain strong relationships with HNI and UHNI clients.Stay updated on market trends, financial products, and regulatory changes.°Proven track record of managing and growing wealth portfolios for HNIs and UHNIs. Proficiency in financial analysis tools and software.Mandatory NISM V - A and NISM XXI A Certifications.°