Roles and Responsibilities :

- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Acquire recent HNI clients through direct sales, open market research, and referrals to expand the existing book of business.
- Develop and maintain a deep understanding of mutual funds, private banking, portfolio management services (PMS), wealth management strategies to offer expert advice to clients.
- Identify cross-sell opportunities across various product lines such as insurance, fixed deposits, equity broking etc. to increase revenue generation.

Job Requirements :

- 1-6 years of experience in HNI client handling or relationship management in BFSI industry.
- Strong knowledge of investment products including mutual funds, PMS, private banking services.
- Excellent communication skills for effective relationship building with HNIs; ability to articulate complex financial concepts simply.

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