Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' relationships through personalized service, identifying their financial goals and providing tailored solutions.
- Develop and maintain a deep understanding of HNIs' investment objectives, risk tolerance, and liquidity needs to offer customized portfolio management services.
- Identify cross-sell opportunities for various financial products such as MF, PMS, AIF, Bonds etc. to enhance client's wealth creation potential.
- Monitor market trends and economic indicators to stay updated on industry developments that may impact clients' investments.

Job Requirements :

- 1-7 years of experience in direct channel sales or relationship management in the banking sector.
- Solid knowledge of mutual funds sales (MIS), demat accounts (DMAT), CASA deposits & other financial products sales.
- Excellent communication skills with ability to build strong rapport with HNIs.

📌 Wealth Manager (Surat)
🏢 Credicus Business Services
📍 Surat