Relationship Wealth Manager

Credicus Business Services; Mumbai, Navi Mumbai; On-site; INR 1,000,000 - 1,800,000; Full time

Job summary

Credicus Business Services is seeking a Wealth Manager in Mumbai to acquire HNI clients, build lasting relationships, and drive AUM growth. You will cross-sell Mutual Funds, SIPs, Demat, PMS and Insurance, tailoring investment solutions to client goals.

Ideal candidates have MBA preferred with experience in Wealth Management, Banking, Broking, or Financial Services, plus CASA sales exposure. Strong communication and sales abilities are required for success in this role.

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

Communication Skills

Education

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.