- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored solutions for wealth management.
- Acquire recent clients through cross-selling of products such as mutual funds, private banking services, PMS, and other investment opportunities.
- Develop strategies to increase revenue growth by upselling existing clients' portfolios and expanding the scope of services offered.
- Collaborate with internal teams to ensure seamless delivery of personalized banking services to HNI clients.
Job Requirements :
- 1-5 years of experience in relationship management or sales in the banking industry.
- Strong understanding of HNI acquisition, cross-selling, and wealth management principles.
- Excellent communication skills with ability to build strong relationships with high-net-worth individuals.
📌 Relationship Manager (Guwahati)
🏢 Credicus Business Services
📍 Guwahati
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