- Manage relationships with High Net Worth Individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Cross-sell third-party products such as mutual funds, demat accounts, DMART services, etc. to existing clients.
- Handle HNI client queries related to portfolio management, wealth creation strategies, and market trends.
- Identify opportunities for cross-selling other banking products and services through effective communication.
Job Requirements :
- 1-7 years of experience in relationship management or a similar role in the banking industry.
- Strong understanding of investment advisory services, mutual funds sales, and third-party product offerings.
- Excellent communication skills for building solid relationships with high net worth individuals.
- Ability to meet targets set by the organization for new business acquisition and retention.
📌 Relationship Manager (Surat)
🏢 Credicus Business Services
📍 Surat
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