- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Sell third-party products such as mutual funds, PMS, private banking services, and other wealth management offerings to HNI clients.
- Develop and maintain a deep understanding of client needs through regular communication and portfolio reviews to ensure optimal service delivery.
- Identify cross-selling opportunities for other bank's products and services to increase revenue growth.
Job Requirements :
- 1-5 years of experience in direct sales or relationship management in the finance industry.
- Strong knowledge of investment products such as mutual funds, PMS, MF, etc. .
- Excellent field sales skills with ability to build robust relationships with HNI clients.
📌 Relationship Manager (Kolkata)
🏢 Credicus Business Services
📍 Kolkata
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