- Manage a portfolio of High Net Worth Individual (HNI) clients, providing personalized wealth management solutions through cross-selling of third-party products such as mutual funds, PMS, AIFs, structured products etc.
- Develop and maintain robust relationships with existing HNIs to increase wallet share and retain business.
- Identify new business opportunities by networking within the industry and leveraging referrals from existing contacts.
- Collaborate with internal teams to ensure seamless delivery of services to high net worth clients.
Job Requirements :
- 2-8 years of experience in broking or related field like direct channel sales, demat account opening & trading.
- Strong understanding of financial markets, instruments like equity/debt securities, derivatives etc. .
- Excellent relationship management skills for effective HNI client handling.
📌 Business Development Manager (Rajkot)
🏢 Credicus Business Services
📍 Rajkot
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