1. Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
2. Acquire current HNI clients through direct sales, cross-selling, and referrals to expand the existing portfolio.
3. Develop and maintain a deep understanding of third-party products such as mutual funds, PMS, AIFs, structured products, etc. to offer innovative investment options to clients.
4. Identify opportunities for upselling and cross-selling various financial products to existing clients.
Job Requirements :
- 1-6 years of experience in wealth management or related field sales role.
- Strong knowledge of open market operations and ability to analyze market trends.
- Excellent relationship management skills with a focus on building long-term connections with HNIs.
📌 Relationship Manager (Mumbai)
🏢 Credicus Business Services
📍 Mumbai
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