- 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, insurance, PMS, demat services, SIPs, and third-party products.
- Develop a deep understanding of the client's financial situation by conducting regular meetings and providing personalized advice on wealth creation strategies.
- Identify opportunities for upselling and cross-selling various financial products to existing clients.
Job Requirements :
- 1-10 years of experience in relationship management or sales in the banking industry.
- Robust knowledge of investment products such as mutual funds, insurance, PMS, demat services, SIPs, and third-party products.
- Proven track record of acquiring high net worth individual (HNI) clients through effective relationship building and sales techniques.
📌 Relationship Manager (Kochi)
🏢 Credicus Business Services
📍 Kochi
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