- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Acquire recent HNI clients through direct sales, referrals, and networking to expand the client base.
- Develop and maintain a deep understanding of each client's portfolio needs, preferences, and risk tolerance to deliver customized investment advice.
- Monitor market trends, economic indicators, and regulatory changes to stay up-to-date on industry developments.
Job Requirements :
- 1-6 years of experience in private banking or wealth management.
- Strong knowledge of mutual funds, PMS (Portfolio Management Services), open market transactions, direct sales techniques.
- Excellent communication skills for effective HNI client handling and relationship building.
📌 Relationship Manager (Kolkata)
🏢 Credicus Business Services
📍 Kolkata
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