Job Overview:

We are looking for a Relationship Officer - High Net Worth Individuals (RO-HNI) to join our team in Haldwani, Uttarakhand. In this role, you will be responsible for managing and growing relationships with high net worth clients.

Job Details:

The Relationship Officer - High Net Worth Individuals (RO-HNI) will be primarily focused on acquiring new HNI clients, providing them with personalized financial solutions, and maintaining strong client relationships.

Responsibilities:

• Acquire new high net worth clients through networking and referrals.
• Understand clients' financial goals and provide tailored investment advice.
• Monitor and manage clients' investment portfolios.
• Regularly communicate with clients to provide updates and address any concerns.
• Collaborate with internal teams to deliver comprehensive financial solutions to clients.

Requirements:

• Prior experience in wealth management or financial advisory.
• Strong understanding of investment products and financial markets.
• Excellent communication and interpersonal skills.
• Proven track record of building and maintaining client relationships.

Benefits:

• Competitive salary and performance-based incentives.
• Ongoing training and development opportunities.
• Potential for career growth within the organization.

Other Details:

This position offers a unique opportunity to work with high net worth clients in Haldwani, Uttarakhand. If you are passionate about wealth management and client relationships, we encourage you to apply.

We look forward to welcoming dedicated professionals to our team and providing them with the support and resources needed to succeed in this role.