Posted 28 May, 2026

Wealth Manager (HNI)

solversINC

Pune,Maharashtra,India,410509 Full Time

Reference: 474_449959_374641000003667876

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Managing the High Net Worth customers.<\/font><\/li>\n
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.<\/span><\/font><\/li>\n
Profiling Customers and provide financial products to meet customer needs<\/span><\/font><\/li>\n
Ensuring the highest levels of service to the clients.<\/span><\/font><\/li>\n
Providing financial planning & Investment Advise<\/span><\/font><\/li>\n
Acquisition & Servicing of High Net Worth customers<\/span><\/font><\/li>\n
Manage the existing portfolio & generating more leads from the existing ones & deal with all kinds of investment propositions & wealth advisory services.<\/span><\/font><\/li>\n
Deftly handling & interacting with various HNI & NRI clients to generate, repeat & referral business dealing in diverse range of products including MF, Wealth Management, AUM, PMS services.<\/span><\/font><\/li>\n <\/ul>\n <\/body>\n<\/html>