Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' relationships, identifying their financial goals and providing tailored solutions.
- Acquire current HNIs through networking, referrals, and market research to expand the client base.
- Develop and maintain strong relationships with existing HNIs by offering personalized services such as priority banking, private banking, premier banking, preferred banking, NRI services, demat accounts, SIP investments, MF investments, PMS investments.
- Identify cross-selling opportunities for various financial products like insurance policies to increase revenue growth.

Job Requirements :

- 1-10 years of experience in HNI acquisition or relationship management in the banking industry.
- Strong understanding of wealth management strategies and ability to develop customized plans for each client.
- Excellent communication skills with the ability to build rapport with high-net-worth individuals.
- Proficiency in handling multiple tasks simultaneously while maintaining attention to detail.

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