- Manage a team of brokers to achieve monthly targets in HNI client handling, cross selling, direct sales, and relationship management.
- Develop and maintain strong relationships with existing clients through regular communication, ensuring high levels of customer satisfaction.
- Identify new business opportunities by networking within the industry and leveraging third-party product offerings (TPP).
- Oversee portfolio management activities such as SIPs, DMAT transactions, mutual fund investments, PMS services.
Job Requirements :
- 2-8 years of experience in financial services or related field with expertise in broking/brokerage houses.
- Robust understanding of investment products including mutual funds, third-party products (TPP), NISM certification preferred.
- Proven track record in HNI acquisition and retention through effective relationship management skills.
📌 Business Development Manager (Noida)
🏢 Credicus Business Services
📍 Noida
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