- Develop and execute strategies for HNI client acquisition, retention, and relationship management.
- Identify new business opportunities through open market research and third-party product offerings.
- Cross-sell mutual funds, demat services, SIP plans, NISM certifications, and other investment products to existing clients.
- Manage a portfolio of high net worth individuals (HNIs) by providing personalized financial solutions.
Job Requirements :
- 2-10 years of experience in wealth management or related field.
- Proven track record in HNI acquisition and client relationship management.
- Robust understanding of investment products such as mutual funds, demat services, SIP plans etc. .
- Familiarity with regulatory bodies like SEBI & NSE.
📌 Business Development Manager (Kolkata)
🏢 Credicus Business Services
📍 Kolkata
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