- Manage relationships with High Net Worth Individuals (HNIs) to acquire current clients and grow existing ones.
- Identify cross-selling opportunities through direct sales, demat services, mutual funds sales, insurance sales, SIPs, and third-party products.
- Develop strategies for HNI client handling and retention by providing exceptional service and resolving issues promptly.
- Collaborate with internal teams to ensure seamless execution of sales plans.
Job Requirements :
- 1-10 years of experience in BFSI sales or related fields such as b2c sales, casa sales, cross sales, direct channel sales, direct sales, field sales or hni acquisition.
- Strong understanding of financial markets including demat services, mutual funds sales & third party sales.
- Excellent communication skills for effective HNI client handling & relationship management.
📌 Relationship Manager (Noida)
🏢 Credicus Business Services
📍 Noida
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