Senior Relationship Manager

Credicus Business Services Pvt Ltd; Ahmedabad District, Rajkot, Surat; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Credicus Business Services Pvt Ltd is seeking a results-oriented wealth advisor to acquire HNI/UHNI clients, build diversified portfolios across PMS, AIFs, bonds, mutual funds and insurance, and advise on suitable wealth products aligned with client goals.

You will nurture trusted relationships, strive to exceed revenue targets through asset mobilization and client activation, and stay informed on market trends to deliver insightful recommendations.

Responsibilities

• Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.
• Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.
• Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction
• Meet and exceed targets for asset mobilization, revenue generation, and client activation.
• Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

Job description

Key Responsibilities:

1. Client Acquisition:

Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.

2.Portfolio Management:

Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.

3.Product Advisory:

Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.

4.Relationship Management:

Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction

5.Revenue Generation:

Meet and exceed targets for asset mobilization, revenue generation, and client activation.

Market Intelligence:

Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

Contact: HR Siddhi- 7030023416