- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Cross-sell various investment products such as MF, AIF, PMS, SIP, Demat, etc. to existing clients.
- Identify cross-selling opportunities for other banking products like insurance, loans, credit cards etc.
- Monitor client portfolios regularly and provide regular updates on market trends and performance.
Job Requirements :
- 1-10 years of experience in HNI sales or relationship management in the finance industry.
- Strong knowledge of mutual funds, alternative investments (AIF), portfolio management services (PMS), demat accounts, SIPs etc. .
- Excellent communication skills with ability to build solid relationships with HNIs.
📌 Relationship Manager (Patna)
🏢 Credicus Business Services
📍 Patna
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