- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Acquire new clients through direct sales, cross-selling, and referrals to expand the existing book of business.
- Develop and maintain a deep understanding of each client's needs to deliver personalized wealth management services.
- Identify opportunities for upselling and cross-selling mutual funds, private banking products, PMS, and other financial instruments.
Job Requirements :
- 1-5 years of experience in relationship management or sales in the financial services industry.
- Robust track record of HNI acquisition and retention through effective communication skills.
- Knowledge of various financial products such as mutual funds, private banking, PMS, etc.
📌 Relationship Manager (Patna)
🏢 Credicus Business Services
📍 Patna
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