Roles and Responsibilities :
- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Acquire current HNI clients through direct sales, cross-selling, and referrals to increase revenue growth.
- Develop and maintain strong relationships with existing clients by providing exceptional customer service, ensuring timely resolution of queries, and offering personalized investment advice.
- Identify opportunities for upselling mutual funds, insurance products, open market instruments, retail sales, wealth management services to existing clients.

Job Requirements :
- 1-10 years of experience in B2C sales or relationship management in the financial services industry.
- Strong understanding of HNI client handling, acquisition, and retention strategies.
- Excellent communication skills for effective relationship building with high-net-worth individuals.

📌 Senior Relationship Officer (India)
🏢 Credicus Business Services
📍 India