- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Cross-sell various products such as mutual funds, PMS, AIF, MF, SIP, CASA to existing clients through field sales visits.
- Identify new business opportunities by networking within the community and building relationships with potential HNI customers.
- Provide exceptional customer service by resolving client queries promptly and ensuring timely resolution of issues.
Job Requirements :
- 1-8 years of experience in wealth management or related fields like personal banking or HNI sales.
- Solid understanding of mutual funds, PMS, AIF, MF, SIP, CASA products.
- Excellent cross-selling skills with ability to sell multiple products simultaneously.
📌 Relationship Manager (Mumbai)
🏢 Credicus Business Services
📍 Mumbai
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