## Job highlights
- 1-6 years experience in broking, equity sales, financial services or wealth management with strong knowledge of insurance products
- Manage HNI client relationships, provide financial planning and portfolio management, identify cross-sell insurance opportunities, and develop revenue growth strategies Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) to acquire current 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 (Bengaluru)
🏢 SBICAP Securities
📍 Bengaluru