- Manage relationships with high net worth individuals (HNIs) to acquire new clients and retain existing ones.
- Identify opportunities for cross-selling of various financial products such as demat, equity, insurance, MF, NRI services, PMS, priority banking, private banking, SIP etc.
- Develop and implement strategies to increase revenue through HNI sales and wealth management.
- Provide exceptional customer service by resolving client queries and concerns in a timely manner.
Job Requirements :
- 2-10 years of experience in relationship management or similar role in the banking industry.
- Robust understanding of demat, equity markets, mutual funds (MF), non-resident Indian (NRI) services, priority banking, private banking, SIPs etc.
- Excellent communication skills with ability to build strong relationships with HNIs.
📌 Relationship Manager (Ballari)
🏢 Credicus Business Services
📍 Ballari
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