- Acquire recent Affluent and HNI clients through open market and referrals.
- Build and maintain long-term client relationships.
- Grow AUM by selling wealth and investment products.
- Provide investment advice based on client needs.
- Cross-sell Mutual Funds, SIPs, Demat, PMS, Insurance, and other financial products.
- Generate leads through self-sourcing and company-provided data.
- Conduct client meetings and regular follow-ups.
- Stay updated on market trends and investment products.
- Coordinate with internal teams to provide the best investment solutions.
- Achieve business and revenue targets.
Interested candidates can apply now.
For interview scheduling and further details,
Contact: HR Siddhi- (phone hidden)
📌 Relationship Manager (Mysuru)
🏢 Credicus Business Services
📍 Mysuru
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