- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Acquire new HNI clients through cross-selling of mutual funds, PMS, third-party products, and other investment products.
- Develop and maintain solid client relationships by providing exceptional service, ensuring timely resolution of queries, and offering personalized advice.
- Identify opportunities for upselling and cross-selling across existing client base to increase revenue growth.
Job Requirements :
- 2-8 years of experience in direct sales or relationship management in the finance industry.
- Strong understanding of HNI client handling, acquisition, and retention strategies.
- Excellent communication skills for building strong relationships with clients at all levels.
📌 Sales Manager (Noida)
🏢 Credicus Business Services
📍 Noida
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