Roles and Responsibilities :

- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Acquire new HNI clients through cross-selling, referrals, and networking to expand the existing book of business.
- Develop and maintain strong relationships with existing HNI clients by providing exceptional service, ensuring timely resolution of queries, and offering personalized wealth management advice.
- Identify opportunities for upselling and cross-selling mutual funds, PMS, demat services, SIPs, priority banking products to existing clients.

Job Requirements :

- 1-7 years of experience in private banking or wealth management industry.
- Strong understanding of HNI acquisition strategies and ability to build robust relationships with high net worth individuals.
- Excellent communication skills for effective client interaction and negotiation techniques for closing deals.
- Proficiency in sales processes such as cold calling, lead generation, new client acquisition.

📌 Relationship Manager (West Bengal)
🏢 Credicus Business Services
📍 West Bengal