- Manage relationships with existing clients to identify their investment goals and provide personalized solutions.
- Acquire new clients through direct sales, referrals, and networking to meet business targets.
- Conduct regular portfolio reviews with clients to ensure alignment with their risk tolerance and financial objectives.
- Identify cross-selling opportunities for other products such as IPOs, Mutual Funds, PMS, SIPs.
Job Requirements :
- 1-7 years of experience in wealth management or related field (B2C).
- Solid understanding of various investment products including Direct Sales, IPO's, Mutual Funds Sales & Trading.
- Excellent client acquisition skills with ability to build strong relationships with high net worth individuals.
📌 Relationship Manager (Mangalore)
🏢 Credicus Business Services
📍 Mangalore
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