Relationship Wealth Manager

Credicus Business Services; Nagpur District; On-site; INR 300,000 - 800,000; Full time

Benefits offered by this job

Incentives

Job summary

Credicus Business Services in Nagpur invites a Wealth Advisor to acquire affluent clients, build relationships, and drive AUM growth through open market and referrals.

You will cross-sell Mutual Funds, SIPs, Demat, PMS, and Insurance, provide investment solutions aligned with client goals, and generate new business while maintaining long-term relationships.

Qualifications

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

Mutual Funds, SIP, Demat, PMS, Insur.

Strong communication and 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.