Roles and Responsibilities

- Manage relationships with High Net Worth Individuals (HNIs) to acquire recent clients and expand existing ones.

- Provide financial planning, investment advisory, and portfolio management services to HNI clients.

- Identify cross-sell opportunities for insurance products such as health, accidental, travel, home, marine, motor, group etc.

- Develop strategies to increase revenue through upselling and retention of existing clients.

- Collaborate with internal teams to resolve client queries and issues.

Desired Candidate Profile

- 1-6 years of experience in broking, equity sales, financial services, wealth management or related fields.

- Strong understanding of insurance products including health, accidental, travel, home, marine, motor etc. .

- Excellent communication skills with ability to build strong relationships with HNIs.

- Ability to work independently with minimal supervision while meeting targets.

📌 Relationship Manager (Ernakulam)
🏢 SBICAP Securities
📍 Ernakulam