Roles and Responsibilities :

- Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow their investment portfolios through cross-selling of third party products such as mutual funds, insurance, bonds, AIFs, PMS, SIPs etc.
- Identify recent business opportunities by networking within the community and leveraging existing contacts to expand the client base.
- Develop a deep understanding of clients' financial goals and objectives to provide tailored solutions that meet their needs.
- Monitor market trends and economic conditions to stay ahead in providing expert advice on fixed deposits, demat accounts, priority banking services.

Job Requirements :

- 1-10 years of experience in HNI/Preferred Banking or related fields like CASA Sales/Insurance Sales/Mutual Fund Distribution.
- Strong knowledge of third party products including Mutual Funds/Insurance/Bonds/AIFs/PMS/SIPs etc. .
- Excellent communication skills with ability to build strong relationships with high net worth individuals.

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