- Manage a team of sales professionals to achieve revenue targets through cross-selling of various financial products such as fixed deposits, bonds, mutual funds, PMS, SIP etc.
- Develop and maintain relationships with high net worth individuals (HNIs) and corporate clients to identify their investment needs and provide tailored solutions.
- Identify current business opportunities by networking within the community and building referral networks.
- Monitor market trends and competitor activity to stay ahead in the competitive landscape.
Job Requirements :
- 0-10 years of experience in wealth management or related field like HNI sales or private banking.
- Strong understanding of fixed deposits, bonds, mutual funds, MFs, priority banking, preferred banking & premier banking concepts.
- Proven track record of achieving sales targets in a similar role.
📌 Sales Manager (Kochi)
🏢 Credicus Business Services
📍 Kochi
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