Relationship Manager

Credicus Business Services; NTR, Guntur District, Kurnool; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Credicus Business Services seeks a proactive wealth advisory professional to expand its affluent client base in India. You will build a high-value client portfolio and provide tailored investment guidance aligned to client goals.

You will cross-sell financial products, track new opportunities, and stay informed on markets and trends to drive portfolio growth.

Qualifications

• Experience in wealth management or financial advisory preferred
• Strong client relationship and communication skills
• Knowledge of financial markets and products a plus

Responsibilities

• Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
• 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.

Job description

Role & responsibilities

• Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
• 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.