Roles and Responsibilities :

- Develop and maintain strong relationships with existing clients to identify recent business opportunities and cross-sell/up-sell third party products.
- Identify, research, and qualify potential new clients through open market research, referrals, and networking events.
- Manage a portfolio of high net worth individual (HNI) clients by providing exceptional service, resolving issues promptly, and identifying cross-selling opportunities.
- Collaborate with internal teams to develop strategies for lead generation, sales growth, and customer retention.

Job Requirements :

- 2-8 years of experience in B2C sales or relationship management in the financial services industry.
- Proven track record of success in HNI acquisition and retention through excellent relationship building skills.
- Strong understanding of direct sales principles, including lead generation techniques such as cold calling and email campaigns.
- Experience working with third party products or services is an asset.

📌 Relationship Manager (Kochi)
🏢 Credicus Business Services
📍 Kochi