Roles and Responsibilities :

- Manage a portfolio of high net worth individuals (HNIs) and corporate clients, providing personalized financial solutions to meet their needs.
- Develop and maintain strong relationships with existing clients through regular communication, identifying opportunities for cross-selling and upselling various banking products.
- Identify new business prospects within the branch's catchment area and develop strategies to acquire new HNI customers.
- Collaborate with internal teams such as investments, insurance, demat services etc. to provide comprehensive wealth management solutions to clients.

Job Requirements :

- 1-8 years of experience in private banking or related field like priority banking, preferred banking or premier banking.
- Solid understanding of investment products such as mutual funds, SIPs etc., as well as demat services.
- Excellent relationship management skills with ability to build trust with high net worth individuals.

📌 Sales Manager (Bhubaneswar)
🏢 Credicus Business Services
📍 Bhubaneswar