Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' relationships, providing personalized financial solutions and services.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop and maintain solid relationships with existing HNIs to increase cross-selling potential for various products such as demat accounts, SIPs, MFs, PMS, private banking services.
- Collaborate with internal teams to resolve customer queries and issues in a timely manner.

Job Requirements :

- 1-10 years of experience in wealth management or related field like priority banking or preferred banking.
- Strong understanding of NRI/HNI acquisition strategies and sales techniques.
- Excellent communication skills for building strong relationships with high-net-worth individuals.

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