Relationship Officer

Credicus Business Services; Pune District; On-site; INR 700,000 - 1,300,000; Full time

Job summary

Credicus Business Services in Pune, India is seeking a high-caliber investment advisor to expand the affluent client base and strengthen portfolios.

You will lead client engagements, provide tailored investment guidance, and collaborate with product teams to deliver informed decisions. This role emphasizes relationship growth, seminars, and wallet share expansion across the portfolio.

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.