- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Acquire recent HNI clients through direct sales, cross-selling, and third-party product offerings.
- Develop and maintain a deep understanding of the open market, including financial products such as portfolio management services.
- Identify opportunities for upselling and cross-selling existing clients' needs.
Job Requirements :
- 1-6 years of experience in relationship management or similar field sales role in the banking industry.
- Strong knowledge of financial products, particularly those related to wealth management.
- Proven track record of successful HNI acquisition and retention.
📌 Relationship Manager (Mumbai)
🏢 Credicus Business Services
📍 Mumbai
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