Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' relationships through direct sales, relationship management, and portfolio management.
- Identify new business opportunities and develop strategies to acquire recent HNIs for the organization.
- Provide expert advice on investment products such as mutual funds, private banking services, PMS, open market transactions, etc. to meet clients' financial goals.
- Monitor client portfolios regularly to ensure alignment with their objectives and make adjustments as needed.

Job Requirements :

- 1-6 years of experience in HNI client handling or related fields like direct sales or wealth management.
- Strong understanding of investment products such as mutual funds, private banking services, PMS, open market transactions etc. .
- Excellent communication skills for effective relationship building with HNIs.
- Ability to work independently with minimal supervision while meeting targets.

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