Relationship Wealth Manager @Motilal Oswal

Credicus Business Services; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Credicus Business Services in Bengaluru seeks a sales-focused Wealth Management professional to acquire affluent clients, nurture relationships and drive AUM growth. You will cross-sell mutual funds, SIPs, Demat, PMS and insurance, tailor investment solutions to client goals, and generate new business while maintaining long-term partnerships.

Ideal candidates have prior experience in wealth management or financial services, with strong communication and a proven track record in achieving sales

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 Management

Wealth Management

Investment Advisory

Education

MBA or equivalent

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.