Relationship Wealth Manager

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

Job summary

Credicus Business Services in Kerala seeks a Wealth Manager to grow AUM by acquiring affluent clients and managing relationships. You will cross-sell Mutual Funds, SIPs, Demat, PMS, and Insurance, tailoring investment solutions to client goals.

The role requires a graduate degree (MBA preferred) with experience in wealth management or financial services, including CASA sales exposure. Strong communication and sales prowess are essential to succeed in a fast-paced, incentive-driven environment

Qualifications

• Graduate with relevant finance or business background; 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 Mgmt

Wealth Management & Investment Advice

Mutual Funds, SIP, Demat, PMS, Insur.

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.