- Manage relationships with existing clients to identify their financial goals and provide tailored wealth management solutions.
- Identify current business opportunities through direct sales, field sales, or referrals to expand the client base.
- Develop and maintain knowledge of various financial products such as mutual funds, PMS (Portfolio Management Services), third-party products, etc. to offer expert advice to clients.
- Meet or exceed monthly targets for new client acquisition and revenue growth.
Job Requirements :
- 1-10 years of experience in wealth management or related fields like banking or finance.
- Strong understanding of investment products including mutual funds, PMS, third-party products etc. .
- Excellent communication skills for effective relationship building with high net worth individuals (HNIs) and corporate clients.
📌 Relationship Manager (Ahmedabad)
🏢 Credicus Business Services
📍 Ahmedabad
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