Relationship Wealth Manager

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

Benefits offered by this job

Attractive incentives

Job summary

Credicus Business Services in Kerala invites a skilled Wealth Manager to acquire affluent clients, build lasting relationships and drive AUM growth through open market sourcing and referrals.

You will cross-sell investment products including Mutual Funds, SIPs, Demat, PMS and Insurance, offering tailored solutions aligned with clients' financial goals. MBA preferred; graduate candidates with banking or financial services background are encouraged to apply.

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 Mgmt

Wealth Management & Investment Advice

Mutual Funds, SIP, Demat, PMS, Ins

Strong communication & sales skills

Education

Graduate

MBA preferred

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.

HR Siddhi: 7030023416