Relationship Wealth Manager

Credicus Business Services; Indore District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Credicus Business Services in Indore invites an ambitious Wealth Management professional to acquire affluent clients, build lasting relationships, and drive AUM growth across mutual funds, SIPs, PMS, Demat, and insurance. The role emphasizes client needs analysis and tailored investment solutions.

Ideal candidates will have MBA preference and experience in wealth, banking, or financial services, with strong communication and sales skills to generate sustained business and deepen client

Qualifications

• Graduate (MBA preferred).
• Experience in Wealth Management, Banking, Broking, or Financial Services.
• 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

SIP

Demat

PMS

Insurance

Sales Skills

Education

MBA preferred

Graduate degree

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.