Role:
We are hiring Relationship Managers to acquire and manage Affluent/HNI clients through open market sourcing and personal networks. The role focuses on client acquisition, AUM growth, relationship management, and cross-selling wealth products.
Key Responsibilities:
- Acquire current Affluent/HNI clients.
- Build and manage client relationships.
- Grow AUM through investment solutions.
- Cross-sell Mutual Funds, SIPs, Demat, PMS & Insurance.
- Generate leads (80% self-sourced, 20–30% company-provided).
- Provide investment solutions based on client needs.
Eligibility:
- Experience in Wealth Management, Banking, NBFC, or Financial Services.
- Strong client acquisition and relationship management skills.
- Knowledge of Mutual Funds, SIPs, Demat, Insurance, and investment products.
- Candidates with CASA sales experience can also apply.
Working Hours: 9:00 AM – 6:00 PM
Salary: Best in industry (Hike on current CTC) + Incentives.
📌 Relationship Manager (Mysuru)
🏢 Credicus Business Services
📍 Mysuru
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