- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored solutions.
- Acquire new HNI clients through cross-selling of bank's products such as private banking, priority banking, investment products, insurance, bonds, fixed deposits, mutual funds, SIPs etc.
- Cross-sell third-party products to existing clients to increase revenue growth.
- Identify opportunities for upselling and cross-selling other bank's services to existing clients.
Job Requirements :
- 0-10 years of experience in sales or relationship management in the banking industry.
- Strong understanding of banking products including demat accounts, preferred banking services, PMS (Portfolio Management Services), mutual funds etc.
- Excellent communication skills with ability to build robust relationships with HNIs.
📌 Relationship Officer (Ahmedabad)
🏢 Credicus Business Services
📍 Ahmedabad
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