Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' relationships through personalized service, ensuring their financial goals are met.
- Develop and maintain strong relationships with existing HNIs to increase cross-selling opportunities for third-party products such as AIFs, MFs, PMS, CASA deposits, private banking services.
- Identify new business prospects within the existing client base and develop strategies to acquire new HNI clients through field sales efforts.
- Collaborate with internal teams to provide comprehensive solutions to meet clients' needs across various segments including portfolio management services.

Job Requirements :

- 1-8 years of experience in relationship management or a related field in the banking industry.
- Strong understanding of mutual funds (MF), alternative investment funds (AIF), portfolio management services (PMS), casa deposits & private banking offerings from third parties.
- Proven track record of building solid relationships with high net worth individuals (HNIs) and acquiring new ones through effective sales techniques.

📌 Relationship Manager (Kolkata)
🏢 Credicus Business Services
📍 Kolkata