Relationship Manager

Credicus Business Services; Mumbai Suburban, Mumbai; On-site; INR 1,500,000 - 3,000,000; Full time

Job summary

Credicus Business Services in Mumbai is seeking a wealth management professional to acquire affluent clients and grow AUM. You will manage high-value portfolios, provide advisory services, and cross-sell financial products while staying abreast of market trends.

The role requires strong communication, relationship-building, and negotiation skills to convert prospects into long-term clients and deepen wallet share.

Qualifications

• Proven experience in wealth management or financial services.
• Strong client acquisition and relationship management skills.
• Experience handling affluent or high-net-worth individuals (HNI clients preferred).
• Good understanding of financial products like Mutual Funds, Insurance, Bond and Equity.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to generate leads and convert prospects into long-term clients.
• Market awareness and analytical ability to advise clients effectively.

Responsibilities

• Acquire new clients in the Affluent & Super Affluent segment through open market.
• Build and manage a strong portfolio of high-value clients.
• Maintain relationships and grow AUM by cross-selling financial products.
• Provide investment advisory services based on client risk profile and financial goals.
• Track and identify potential clients in the target segment for new business acquisition.
• Stay updated on financial markets, investment products, and industry trends.
• Coordinate with internal product and research teams for informed investment decisions.
• Conduct and support seminars, workshops, and other business development initiatives.
• Deepen client engagement to increase wallet share and overall portfolio value.

Skills

Wealth management

Client acquisition

Relationship management

Communication

Negotiation

Analytical thinking

Market awareness

Interpersonal skills

Job description

Role & responsibilities

Acquire new clients in the Affluent & Super Affluent segment through open market

Build and manage a strong portfolio of high-value clients.

Maintain relationships and grow AUM by cross-selling financial products.

Provide investment advisory services based on client risk profile and financial goals.

Track and identify potential clients in the target segment for new business acquisition.

Stay updated on financial markets, investment products, and industry trends.

Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.

Conduct and support seminars, workshops, and other business development initiatives.

Deepen client engagement to increase wallet share and overall portfolio value.

Products Handled

Mutual Funds, Bond, Equity, Demat, Insurance, PMS, SIP

Preferred candidate profile

Proven experience in wealth management or financial services.

Strong client acquisition and relationship management skills.

Experience handling affluent or high-net-worth individuals (HNI clients preferred).

Good understanding of financial products like Mutual Funds, Insurance, Bond and Equity.

Excellent communication, negotiation, and interpersonal skills.

Ability to generate leads and convert prospects into long-term clients.

Market awareness and analytical ability to advise clients effectively