- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Cross-sell various products such as MF, PMS, AIF, SIP, CASA, HNI Sales etc. to existing clients to increase revenue growth.
- Identify new business opportunities through networking and referrals to expand the client base.
- Provide exceptional customer service by resolving queries promptly and ensuring timely resolution of issues.
Job Requirements :
- 1-8 years of experience in Wealth Management or related field sales role.
- Strong understanding of Mutual Funds (MF), Alternative Investment Funds (AIF), Personal Banking Services (PMS), Systematic Investment Plans (SIP).
- Excellent communication skills for building robust relationships with HNIs.
📌 Relationship Manager (Noida)
🏢 Credicus Business Services
📍 Noida
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