Relationship Officer @Motilal Oswal

Credicus Business Services; Kolkata District; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Attractive Incentives

Job summary

Credicus Business Services in India is seeking a Wealth Manager to acquire affluent/HNI clients and drive AUM growth through open market and references.

You will build long-term relationships and cross-sell Mutual Funds, SIPs, Demat, PMS and Insurance, tailoring investment solutions to client goals for strong, lasting results.

Qualifications

• Graduate (MBA preferred).
• Experience in Wealth Management, Banking, Broking, or Financial Services.
• Candidates with CASA sales experience and investment product exposure may also apply.

Responsibilities

• Acquire affluent/HNI clients through open market and references.
• Build and manage client relationships to drive AUM growth.
• Cross-sell investment products including Mutual Funds, SIPs, Demat, PMS, and Insurance.
• Provide investment solutions based on client financial goals.
• Generate new business and maintain long‑term client relationships.

Skills

Client Acquisition

Relationship Management

Wealth Management

Investment Advisory

Mutual Funds

Education

MBA preferred

Graduate

Job description

Job Responsibilities

• Acquire affluent/HNI clients through open market and references.
• Build and manage client relationships to drive AUM growth.
• Cross-sell investment products including Mutual Funds, SIPs, Demat, PMS, and Insurance.
• Provide investment solutions based on client financial goals.
• Generate new business and maintain long‑term client relationships.

Eligibility

• Graduate (MBA preferred).
• Experience in Wealth Management, Banking, Broking, or Financial Services.
• Candidates with CASA sales experience and investment product exposure may also apply.

Skills Required

• Client Acquisition & Relationship Management
• Wealth Management & Investment Advisory
• Mutual Funds, SIP, Demat, PMS, Insurance
• Strong communication and sales skills

Salary:

• Best in industry + Attractive Incentives.