Role:
We are hiring Relationship Managers to acquire and manage Affluent/HNI clients through open market sourcing and personal networks. The role focuses on client acquisition, AUM growth, relationship management, and cross-selling wealth products.
Key Responsibilities:
Acquire current Affluent/HNI clients.
Build and manage client relationships.
Grow AUM through investment solutions.
Cross-sell Mutual Funds, SIPs, Demat, PMS & Insurance.
Generate leads (80% self-sourced, 20–30% company-provided).
Provide investment solutions based on client needs.
Eligibility:
Experience in Wealth Management, Banking, NBFC, or Financial Services.
Robust client acquisition and relationship management skills.
Knowledge of Mutual Funds, SIPs, Demat, Insurance, and investment products.
Candidates with CASA sales experience can also apply.
Working Hours: 9:00 AM – 6:00 PM
Salary: Best in industry (Hike on current CTC) + Incentives.
📌 Relationship Manager Mysuru (India)
🏢 Credicus Business Services
📍 India
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