- Manage relationships with High Net Worth Individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Cross-sell third-party products such as mutual funds, PMS, demat services, direct channel sales, SIPs, and other wealth management offerings.
- Handle HNI clients' queries related to brokerage accounts, including resolving issues promptly and ensuring high levels of customer satisfaction.
- Develop current business opportunities through cross-selling and upselling existing relationships.
Job Requirements :
- 0-10 years of experience in relationship management or a related field like broking or wealth management.
- Strong understanding of third-party products such as mutual funds, PMS, demat services etc. .
- Excellent communication skills for effective HNI client handling and relationship building.
📌 Relationship Manager (Mangalore)
🏢 Credicus Business Services
📍 Mangalore
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