- Develop and maintain strong relationships with existing clients to increase sales revenue through cross-selling and upselling opportunities.
- Identify new business prospects through lead generation activities such as cold calling, networking, and referrals.
- Conduct field visits to meet potential clients, understand their financial goals, and provide personalized investment solutions.
- Collaborate with internal teams to resolve client queries and issues in a timely manner.
Job Requirements :
- 1-10 years of experience in B2C sales, direct sales, or field sales in the financial services industry.
- Robust understanding of third-party products like mutual funds, demat accounts, insurance policies etc. .
- Proven track record of successful HNI acquisition and retention.
📌 Relationship Manager (Shivamogga)
🏢 Credicus Business Services
📍 Shivamogga
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