Roles and Responsibilities :
- Manage a portfolio of High Net Worth Individuals (HNIs) for the bank's Private Banking division.
- Identify new business opportunities through networking, referrals, and market research to expand the HNI book.
- Develop and maintain robust relationships with existing clients to increase wallet share and cross-sell third-party products.
- Collaborate with internal teams such as Wealth Management, Priority Banking, Preferred Banking, Investment Products & Relationship Management to deliver tailored solutions to clients.
Job Requirements :
- 0-9 years of experience in HNI sales or related field like private banking or wealth management.
- Strong understanding of investment products and services offered by various third parties.
- Excellent relationship management skills with ability to build trust with high net worth individuals.
📌 Sales Manager (Kochi)
🏢 Credicus Business Services
📍 Kochi
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