- Manage relationships with High Net Worth Individuals (HNIs) to acquire current clients and expand existing ones.
- Identify cross-selling opportunities for mutual funds, insurance products, demat services, SIPs, PMS, MF, direct sales etc.
- Develop strategies to increase revenue through HNI sales and achieve targets set by the organization.
- Provide exceptional customer service to ensure client satisfaction and retention.
Job Requirements :
- 1-10 years of experience in BFSI sales or related fields such as b2c sales, casa sales, cross sales, field sales, hni acquisition, hni sales.
- Strong understanding of financial markets including mutual funds sales and insurance sales.
- Excellent communication skills with ability to build strong relationships with high net worth individuals.
📌 Relationship Manager (Mumbai)
🏢 Credicus Business Services
📍 Mumbai
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