Relationship Wealth Manager @Motilal Oswal

Credicus Business Services; Mysuru; On-site; INR 500,000 - 800,000; Full time

Job summary

Credicus Business Services in Mysuru is seeking a Wealth Advisor to acquire affluent clients and grow AUM. You will build strong client relationships while cross-selling Mutual Funds, SIPs, Demat, PMS, and Insurance to align with financial goals.

The ideal candidate has experience in wealth management or financial services, with strong communication and sales skills to generate ongoing business opportunities and maintain lasting client partnerships.

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, SIP, 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

SIP

Demat

PMS

Insurance

Communication

Sales

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.