- Manage high net worth individual (HNI) clients' relationships, providing personalized financial solutions and services.
- Identify current business opportunities through networking, referrals, and market research to drive HNI acquisitions.
- Develop and maintain strong relationships with existing clients to increase wallet share and cross-sell investment products.
- Collaborate with internal teams to deliver tailored portfolio management strategies for HNIs.
Job Requirements :
- 1-10 years of experience in private banking, wealth management, or related fields.
- Strong understanding of investment products such as mutual funds, equities, fixed income securities etc. .
- Excellent relationship management skills with ability to build trust with high net worth individuals.
📌 Relationship Officer (Kochi)
🏢 Credicus Business Services
📍 Kochi
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