Manage and grow a portfolio of high-net-worth (HNI) or key corporate clients
Act as the primary point of contact for escalations and complex issues
Build long-term strategic partnerships
Conduct regular client meetings and financial/business reviews
Achieve assigned revenue and portfolio growth targets
Identify cross-sell and upsell opportunities
Acquire new clients through referrals and networking
Develop customized financial or business solutions
Monitor portfolio performance and risk exposure
Ensure compliance with company policies and regulatory requirements
Conduct due diligence and financial assessments
Mentor and guide Relationship Managers
Support training and performance development
Assist in strategic planning and sales forecasting
Strong client handling and negotiation skills
Advanced sales and closing ability
Financial analysis and business acumen
Leadership and mentoring capability
Risk assessment and compliance knowledge
Excellent communication and presentation skills
CRM and MS Office proficiency

Keyskills: direct sales agency sales business development relationship marketing sales manager