- Acquire new clients for wealth management services through relationship management and sales efforts.
- Identify cross-selling opportunities for existing clients and upsell/cross-sell relevant financial products.
- Develop and maintain strong relationships with high net worth individuals (HNIs) to increase wallet share and retain business.
- Meet or exceed monthly/quarterly targets for client acquisition, retention, and revenue growth.
Job Requirements :
- 1-7 years of experience in BFSI sales, preferably in wealth management or related fields like equity sales, mutual funds sales, demat services etc. .
- Robust understanding of banking products such as SIPs, CASA sales, equity broking etc. .
- Excellent relationship management skills with ability to build trust with HNI customers.
📌 Acquisition Manager (Noida)
🏢 Credicus Business Services
📍 Noida
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