Roles and Responsibilities :

- Manage relationships with High Net Worth Individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Acquire current HNI clients through direct sales, cross-selling, and referrals to expand the existing book of business.
- Develop and implement effective strategies for retaining existing HNI clients by providing exceptional service and ensuring timely resolution of queries.
- Collaborate with internal teams to ensure seamless execution of transactions, product recommendations, and wealth management plans.

Job Requirements :

- 1-5 years of experience in HNI client handling, acquisition, or retail sales in the banking industry.
- Strong understanding of mutual funds, open market operations, and other investment products.
- Excellent communication skills for building strong relationships with high net worth individuals.
- Ability to meet targets related to new client acquisition and revenue growth.

📌 Relationship Manager (Rajkot)
🏢 Credicus Business Services
📍 Rajkot