PCG Wealth Manager

Credicus Business Services; Mumbai; On-site; INR 700,000 - 1,500,000; Full time

Job summary

Credicus Business Services is seeking a Wealth Manager to acquire, manage, and grow a high-net-worth client base in Mumbai. You will offer end-to-end wealth management solutions tailored to HNIs/UHNIs while building long-term relationships and driving revenue growth.

The role requires hands-on expertise across asset classes, including PMS, AIFs, bonds, unlisted shares, mutual funds, and insurance. You will stay abreast of market trends and new products to deliver insightful recommendations.

Responsibilities

• 1. Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.
• 2.Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• 3.Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.
• 4.Relationship Management: Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction
• 5.Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation. Market Intelligence: Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

Job description

Title: Wealth Manager

We are looking for a dynamic and driven Wealth Manager to acquire, manage, and grow a high-net-worth client base. The role involves offering end-to-end wealth management solutions tailored to the unique financial needs of HNIs/UHNIs while ensuring high levels of client satisfaction and long-term relationship building.

Key Responsibilities

• 1. Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.
• 2.Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• 3.Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.
• 4.Relationship Management: Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction
• 5.Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation. Market Intelligence: Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.