Roles and Responsibilities :

- Manage a team of relationship managers to achieve new client acquisition targets through direct channel sales, cross-selling, and third-party partnerships.
- Develop and maintain strong relationships with existing clients to increase wallet share and product penetration.
- Identify opportunities for upselling and cross-selling mutual funds, wealth management services, and other financial products to high net worth individuals (HNIs).
- Analyze market trends, competitor activities, and customer requirements to identify new business opportunities

Job Requirements :

- 2-10 years of experience in HNI client handling or similar roles in banking or finance industry.
- Solid understanding of direct channel sales, open market operations, portfolio management, relationship management, third-party products such as mutual funds.
- Achieved revenue growth by attracting new customers and building long-term relationships with existing ones.

📌 Acquisition Manager (Noida)
🏢 Credicus Business Services
📍 Noida