D
Dream Solution Indore
RM - Current Account
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹1,000,000 – ₹1,200,000 / year
Location:
Chennai, Tamil Nadu, India
Work mode:
Onsite
Published on:
25 August 2026
What they need
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire new clients for wealth management services.
- Identify cross-sell opportunities for current accounts, insurance products, mutual funds, PMS, AIFs, structured products, and other financial solutions.
- Develop a deep understanding of client needs to provide tailored wealth management advice and solutions.
- Collaborate with internal teams to resolve customer queries and issues related to their investment portfolios.
- Stay up-to-date on market trends and regulatory changes to maintain expertise in the field.
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