- Develop and maintain relationships with existing clients to increase sales revenue through cross-selling of third-party products.
- Identify current business opportunities by networking, attending industry events, and leveraging referrals from current contacts.
- Manage a portfolio of high net worth individual (HNI) clients, providing personalized investment solutions using mutual funds, SIPs, broking services, etc.
- Collaborate with internal teams to develop marketing strategies for direct channel sales.
Job Requirements :
- 2-9 years of experience in financial services or related field.
- Strong understanding of HNI client handling, relationship management, and cross-selling techniques.
- Proficiency in third-party product knowledge including mutual funds, SIPs, broking services.
📌 Business Development Manager (New Delhi)
🏢 Credicus Business Services
📍 New Delhi
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