- Manage high net worth individual (HNI) clients' relationships through cross-selling of various financial products such as mutual funds, private banking, priority banking, and wealth management services.
- Identify new business opportunities and develop strategies to increase revenue growth by upselling and cross-selling relevant products to existing HNI clients.
- Collaborate with internal teams to resolve client queries and issues in a timely manner while maintaining robust relationships with key stakeholders.
- Analyze market trends and competitor activity to stay ahead in the competition for HNI client acquisition.
Job Requirements :
- 1-6 years of experience in B2C direct sales or relationship management in the financial services industry.
- Strong understanding of mutual funds, private banking, preferred banking, priority banking, pre-owned car finance, and wealth management services.
- Excellent communication skills for effective HNI client handling and relationship building.