Roles and Responsibilities :

- Manage a portfolio of high net worth individuals (HNIs) clients, providing personalized wealth management solutions to meet their financial goals.
- Identify new business opportunities through cross-selling and upselling existing products, resulting in increased revenue growth.
- Develop strong relationships with HNI clients by understanding their needs, preferences, and expectations to deliver tailored services that exceed their expectations.
- Collaborate with internal teams to ensure seamless delivery of priority banking services, including premier banking, private banking, preferred banking, and relationship management.

Job Requirements :

- 1-6 years of experience in direct sales or similar roles within the financial services industry.
- Proven track record in acquiring current clients and growing existing ones through effective relationship management skills.
- Strong knowledge of HNI client handling, wealth management, cross-selling techniques, and product offerings from various banks.

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