Relationship Manager@Motilal Oswal

Credicus Business Services; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Huge Incentives and Appraisals

Job summary

Credicus Business Services in Bengaluru is seeking a dedicated professional to acquire and manage HNI/UHNI clients. You will build client portfolios across various asset classes like PMS, AIFs, Bonds, and Mutual Funds, while advising clients according to their financial goals. Success will be measured by your ability to mobilize assets and generate revenue. The role offers huge incentives and appraisals, rewarding your performance in driving client satisfaction and growth.

Responsibilities

• Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.
• Build and manage client portfolios across multiple asset classes.
• Advise clients on suitable wealth products based on financial goals.
• Serve as a trusted advisor to clients to ensure customer satisfaction.
• Meet and exceed targets for asset mobilization and revenue generation.
• Stay updated on market trends and new product offerings.

Job description

Key Responsibilities

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

Benefits

Huge Incentives and Appraisals.