Roles and Responsibilities
- Manage relationships with high net worth individuals (HNIs) and ultra HNI clients to generate revenue through cross-selling of various financial products such as insurance, investment advisory, retail assets, business banking, forex, cards, etc.
- Identify recent business opportunities by networking within the community and leveraging existing contacts to expand client base.
- Develop a deep understanding of clients' needs and preferences to provide tailored solutions that meet their requirements.
- Collaborate with internal teams to resolve customer queries and issues in an efficient manner.
- Maintain accurate records of client interactions using CRM software.

Desired Candidate Profile
- 3-8 years of experience in relationship management or sales role with a focus on HNI/UHNI customers.
- Strong knowledge of financial markets, instruments, regulations, taxation laws & policies governing mutual funds industry.
- Excellent communication skills with ability to build strong rapport with high-net-worth individuals.

📌 Relationship Manager (Mumbai)
🏢 Dream Solution Indore
📍 Mumbai