Relationship Wealth Manager @Motilal Oswal

Credicus Business Services; Kolkata District; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

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

The role requires a strong track record in wealth advisory, with MBA preferred. Candidates from wealth management, banking, broking, or financial services are welcome to apply. Excellent communication and sales skills are essential.

Qualifications

• Graduate degree (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 Management

Wealth Management

Investment Advisory

Mutual Funds

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.