- Manage relationships with high net worth individuals (HNIs) to acquire new clients through direct sales and cross-selling of third-party products.
- Identify opportunities for upselling and cross-selling mutual funds, demat services, investment products, and other financial solutions to existing clients.
- Develop strategies to increase revenue growth by acquiring new HNI clients and expanding existing relationships.
- Collaborate with internal teams to ensure seamless delivery of wealth management services.
Job Requirements :
- 1-10 years of experience in private wealth management or related field.
- Strong understanding of open market operations and third-party product offerings.
- Excellent client acquisition skills with ability to build solid relationships with HNIs.
📌 Relationship Manager (Kochi)
🏢 Credicus Business Services
📍 Kochi
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.